BCM

Beck Capital Management Portfolio holdings

AUM $401M
1-Year Est. Return 38.95%
This Quarter Est. Return
1 Year Est. Return
+38.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.55M
3
+$4.53M
4
BXSL icon
Blackstone Secured Lending
BXSL
+$3.92M
5
META icon
Meta Platforms (Facebook)
META
+$2.86M

Top Sells

1
+$4.72M
2
+$3.12M
3
+$2.82M
4
MOS icon
The Mosaic Company
MOS
+$2.7M
5
AGCO icon
AGCO
AGCO
+$2.67M

Sector Composition

1 Energy 20.24%
2 Technology 19.16%
3 Real Estate 11.06%
4 Industrials 7.38%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.2M 0.87%
69,409
-1,230
52
$2.16M 0.85%
68,061
-4,316
53
$1.96M 0.77%
11,681
+4,627
54
$1.87M 0.74%
59,348
-2,476
55
$1.79M 0.71%
23,543
+3,155
56
$1.76M 0.69%
+8,317
57
$1.75M 0.69%
48,683
-1,985
58
$1.7M 0.67%
+7,730
59
$1.67M 0.66%
+71,045
60
$1.65M 0.65%
37,406
+524
61
$1.64M 0.65%
36,126
-1,513
62
$1.64M 0.65%
4,049
-1,734
63
$1.62M 0.64%
37,724
+289
64
$1.61M 0.64%
+32,199
65
$1.61M 0.64%
+40,995
66
$1.59M 0.63%
137,027
+1,371
67
$1.58M 0.62%
+168,578
68
$1.57M 0.62%
61,884
+773
69
$1.51M 0.6%
8,263
+136
70
$1.43M 0.56%
130,662
-4,517
71
$1.36M 0.54%
13,102
-317
72
$1.27M 0.5%
+2,760
73
$1.19M 0.47%
34,899
-1,430
74
$1.19M 0.47%
31,942
-1,759
75
$1.18M 0.46%
+28,457
1 2
3
4 5