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
$116M
AUM Growth
+$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$565K
3
+$512K
4
WPM icon
Wheaton Precious Metals
WPM
+$388K
5
AAPL icon
Apple
AAPL
+$208K

Top Sells

1
+$1.94M
2
+$1.45M
3
+$1.4M
4
ABB
ABB Ltd
ABB
+$665K
5
SI
SIEMENS AKTIENGESELLSCHAFT ADS
SI
+$416K

Sector Composition

1 Healthcare 19.41%
2 Materials 13.32%
3 Technology 9.81%
4 Financials 9.74%
5 Energy 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$997K 0.86%
7,875
-950
27
$893K 0.77%
16,475
+250
28
$812K 0.7%
5,160
29
$611K 0.53%
25,099
-8,820
30
$388K 0.33%
+7,900
31
$358K 0.31%
4,990
-750
32
$328K 0.28%
3,775
33
$321K 0.28%
1,525
34
$261K 0.22%
10,800
+2,400
35
$253K 0.22%
20,625
-3,000
36
$247K 0.21%
2,487
37
$212K 0.18%
2,250
38
$208K 0.18%
+1,800
39
$158K 0.14%
17,500
40
$131K 0.11%
+10,500
41
$112K 0.1%
17,500
42
$78K 0.07%
1,138
-237
43
$63K 0.05%
15,000
-15,000
44
– –
-100,146
45
– –
-99,333
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