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
101
$239K 0.09%
+4,420
102
$220K 0.09%
6,509
-265
103
$190K 0.08%
11,018
104
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-19,717
105
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-38,375
106
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-19,567
107
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-7,104
108
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-56,426
109
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-60,844
110
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-20,475
111
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-6,570
112
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-16,620
113
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-73,353
114
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-10,710
115
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-4,444
116
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-2,378
117
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-13,262
118
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-58,957
119
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-32,839
120
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-12,240
121
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-45,595
122
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-86,341
123
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-4,502
124
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-11,457
125
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-13,844
2 3 4
5
6