BAM

Beaumont Asset Management Portfolio holdings

AUM $186M
1-Year Est. Return 13.69%
This Quarter Est. Return
1 Year Est. Return
+13.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.24M
2 +$759K
3 +$740K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$593K
5
DIS icon
Walt Disney
DIS
+$537K

Top Sells

1 +$1.52M
2 +$1.07M
3 +$493K
4
MMM icon
3M
MMM
+$457K
5
GWRE icon
Guidewire Software
GWRE
+$374K

Sector Composition

1 Technology 9.65%
2 Financials 6.45%
3 Healthcare 4.99%
4 Communication Services 3.98%
5 Industrials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,953
77
-7,475
78
-3,023