BCM

Beck Capital Management Portfolio holdings

AUM $434M
1-Year Est. Return 50.79%
This Quarter Est. Return
1 Year Est. Return
+50.79%
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
76
$1.15M 0.45%
20,132
-632
77
$1.13M 0.45%
18,007
+48
78
$1.12M 0.44%
53,837
-46,830
79
$940K 0.37%
377
-16
80
$916K 0.36%
12,352
-1,088
81
$901K 0.36%
+8,020
82
$871K 0.34%
6,631
-567
83
$849K 0.33%
18,697
+3,611
84
$761K 0.3%
3,721
-360
85
$723K 0.28%
21,115
-3,610
86
$702K 0.28%
5,203
-178
87
$658K 0.26%
1,870
-227
88
$635K 0.25%
+21,600
89
$609K 0.24%
20,415
-1,600
90
$560K 0.22%
17,670
-2,597
91
$524K 0.21%
15,442
-1,580
92
$502K 0.2%
+6,289
93
$467K 0.18%
+9,394
94
$467K 0.18%
+9,135
95
$447K 0.18%
9,246
-32,259
96
$436K 0.17%
2,104
+40
97
$419K 0.17%
+18,189
98
$337K 0.13%
9,421
-1,224
99
$275K 0.11%
+12,442
100
$249K 0.1%
+5,905
2 3
4
5 6