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
$251M
AUM Growth
+$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.58M
3
+$1.59M
4
ALV icon
Autoliv
ALV
+$1.55M
5
ESCA icon
Escalade
ESCA
+$1.11M

Top Sells

1
+$5.46M
2
+$3.97M
3
+$1.61M
4
CAB
Cabela's Inc
CAB
+$1.61M
5
NOV icon
NOV
NOV
+$906K

Sector Composition

1 Healthcare 19.54%
2 Energy 16.64%
3 Consumer Discretionary 14.67%
4 Technology 11.7%
5 Industrials 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.6M 1.43%
96,115
-24,190
27
$3.52M 1.4%
434,679
+67,304
28
$3.38M 1.34%
34,125
+1,932
29
$3.17M 1.26%
26,960
-4,965
30
$2.29M 0.91%
24,725
-17,395
31
$2.12M 0.84%
41,100
+2,950
32
$1.59M 0.63%
+18,425
33
$1.46M 0.58%
110,420
+83,767
34
$1.33M 0.53%
64,863
+15,978
35
$468K 0.19%
3,135
36
$339K 0.13%
5,300
37
$296K 0.12%
+7,175
38
$212K 0.08%
30,838
-794,115
39
– –
-4,200
40
– –
-8,341
41
– –
-1,460,434
42
– –
-35
1
2