BMC
Beaton Management Company Portfolio holdings
AUM
$227M
1-Year Est. Return
26.25%
This Fund
S&P 500
1 Year Est. Return
+26.25%
AUM
$227M
AUM Growth
+$7.06M
(+3.2%)
Holding
151
Top Buys
| 1 | +$1.13M | |
| 2 | +$558K | |
| 3 | +$424K | |
| 4 |
State Street Materials Select Sector SPDR ETF
XLB
|
+$409K |
| 5 |
KKR & Co
KKR
|
+$261K |
Top Sells
| 1 | +$521K | |
| 2 | +$286K | |
| 3 | +$237K | |
| 4 |
Broadcom
AVGO
|
+$216K |
| 5 |
State Street SPDR S&P Homebuilders ETF
XHB
|
+$211K |
Sector Composition
| 1 | Technology | 17.55% |
| 2 | Financials | 14.86% |
| 3 | Healthcare | 12.65% |
| 4 | Industrials | 12.01% |
| 5 | Consumer Discretionary | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
151
State Street SPDR S&P Homebuilders ETF
XHB
$1.73B
| – | – |
-1,900
|
|