BCM

Beddow Capital Management Portfolio holdings

AUM $252M
1-Year Est. Return 19.81%
This Quarter Est. Return
1 Year Est. Return
+19.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$16.8M
3
+$15.3M
4
ABB
ABB Ltd
ABB
+$13.1M
5
IBM icon
IBM
IBM
+$12.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 21.81%
2 Energy 15.01%
3 Technology 13.61%
4 Industrials 8.76%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.12M 1.66%
+871,430
27
$4.89M 1.59%
+29
28
$4.52M 1.47%
+252,525
29
$2.8M 0.91%
+92,329
30
$1.77M 0.58%
+43,125
31
$1.25M 0.41%
+46,870
32
$1.08M 0.35%
+47,275
33
$955K 0.31%
+8,592
34
$829K 0.27%
+55,700
35
$776K 0.25%
+14,700
36
$670K 0.22%
+6,450
37
$648K 0.21%
+19,700
38
$502K 0.16%
+14,715
39
$409K 0.13%
+9,500
40
$321K 0.1%
+7,700
41
$270K 0.09%
+7,554
42
$268K 0.09%
+2,931
43
$252K 0.08%
+4,200
44
$141K 0.05%
+1,106,807
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