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BCM
Beck Capital Management Portfolio holdings
AUM
$437M
1-Year Est. Return
59.35%
This Fund
S&P 500
This Quarter
Est. Return
+19.59%
1 Year Est. Return
+59.35%
3 Year Est. Return
+205.25%
5 Year Est. Return
+352.28%
10 Year Est. Return
+1,907.18%
AUM
$124M
AUM Growth
–
Cap. Flow
+$122M
Cap. Flow
% of AUM
98.28%
Top 10 Holdings %
Top 10 Hldgs %
24.75%
Holding
144
New
144
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$4.36M |
| 2 |
Mastercard
MA
|
+$3.54M |
| 3 |
Citigroup
C
|
+$3.4M |
| 4 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$3.09M |
| 5 |
Apple
AAPL
|
+$2.77M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 12.53% |
| 2 | Industrials | 10.22% |
| 3 | Technology | 7.88% |
| 4 | Communication Services | 7.61% |
| 5 | Energy | 7.05% |
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Beck Capital Management's Q4 2013 Portfolio in Review
Q4 2013 is the first quarter with a 13F filing on record for Beck Capital Management, which disclosed 144 positions worth $124M. Its ten largest holdings account for 25% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 24,471 shares worth $4.37M.
By sector, the portfolio is most concentrated in Financials at 13% of assets, followed by Industrials and Technology.
- Beck Capital Management's largest Q4 2013 buy was iShares Core S&P 500 ETF: 24,471 shares worth $4.37M.
- Beck Capital Management's ten largest holdings make up 25% of its $124M portfolio in Q4 2013.
- Beck Capital Management disclosed 144 positions in Q4 2013, its first 13F filing on record.
Based on Beck Capital Management's 13F filing for Q4 2013, filed 10 Mar 2014.