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
$154M
AUM Growth
-$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$778K
2 +$636K
3 +$339K
4
KO icon
Coca-Cola
KO
+$275K
5
VZ icon
Verizon
VZ
+$246K

Top Sells

1 +$209K
2 +$200K
3 +$200K
4
TMO icon
Thermo Fisher Scientific
TMO
+$156K
5
CAT icon
Caterpillar
CAT
+$46.4K

Sector Composition

1 Technology 14.28%
2 Financials 13.24%
3 Consumer Staples 13.23%
4 Healthcare 12.72%
5 Industrials 11.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$207K 0.13%
2,747
127
$206K 0.13%
+2,189
128
$202K 0.13%
6,555
-345
129
$199K 0.13%
2,323
-2
130
$180K 0.12%
+1,640
131
-5,413
132
-3,163
133
-1,041