BMC

Beaton Management Company Portfolio holdings

AUM $205M
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$9.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$347K
2 +$261K
3 +$209K
4
GM icon
General Motors
GM
+$209K
5
LSTR icon
Landstar System
LSTR
+$200K

Sector Composition

1 Technology 13.69%
2 Consumer Staples 13.68%
3 Financials 13.15%
4 Healthcare 13.09%
5 Industrials 12.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$210K 0.13%
2,325
+2
127
$209K 0.13%
+1,038
128
$209K 0.13%
+5,413
129
$200K 0.13%
3,163
-511
130
$200K 0.13%
+1,041
131
-2,729
132
-800