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
1
$20.3M 6.59%
+551,053
2
$16.8M 5.45%
+259,400
3
$15.3M 4.96%
+886,870
4
$13.1M 4.25%
+604,033
5
$12.9M 4.2%
+70,760
6
$12.5M 4.07%
+224,849
7
$12.4M 4.04%
+144,909
8
$11.4M 3.69%
+428,055
9
$11.1M 3.61%
+569,488
10
$11M 3.58%
+177,778
11
$10.8M 3.51%
+578,850
12
$10.8M 3.5%
+344,096
13
$9.86M 3.2%
+222,502
14
$9.4M 3.05%
+181,936
15
$9.39M 3.05%
+235,380
16
$8.97M 2.91%
+222,612
17
$8.93M 2.9%
+143,056
18
$8.85M 2.87%
+136,187
19
$7.54M 2.45%
+545
20
$7.42M 2.41%
+192,300
21
$6.51M 2.11%
+692,729
22
$6.49M 2.1%
+395,700
23
$5.64M 1.83%
+587,156
24
$5.59M 1.81%
+409,500
25
$5.25M 1.71%
+234,657
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