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
$286M
AUM Growth
-$222K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$1.45M
3
+$617K
4
MTUS icon
Metallus
MTUS
+$302K
5
DNOW icon
DNOW Inc
DNOW
+$288K

Top Sells

1
+$2.31M
2
+$1.06M
3
+$792K
4
COLM icon
Columbia Sportswear
COLM
+$283K
5
PFE icon
Pfizer
PFE
+$244K

Sector Composition

1 Healthcare 23.57%
2 Technology 15.07%
3 Industrials 11.45%
4 Energy 10.77%
5 Consumer Discretionary 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.15M 1.8%
384,175
-7,150
27
$4.29M 1.5%
315,590
+2,025
28
$3.45M 1.21%
25,340
+1,490
29
$2.52M 0.88%
126,733
+14,450
30
$1.37M 0.48%
33,175
-3,040
31
$1.28M 0.45%
47,863
-595
32
$816K 0.29%
168,760
+155
33
$808K 0.28%
19,050
+775
34
$451K 0.16%
3,494
35
$438K 0.15%
10,692
-742
36
$313K 0.11%
4,200
37
$294K 0.1%
7,700
38
$213K 0.07%
+4,264
1
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