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
1
$8.7M 7.47%
409,740
+172
2
$6.46M 5.55%
43,388
-855
3
$6.17M 5.3%
44,220
+3,670
4
$5.67M 4.87%
48,734
-978
5
$5.22M 4.49%
205,200
-26,145
6
$4.73M 4.06%
31,395
+963
7
$4.71M 4.05%
387,889
+46,494
8
$4.54M 3.9%
130,311
-1,502
9
$4.28M 3.68%
108,031
-4,211
10
$3.85M 3.31%
52,866
-1,000
11
$3.68M 3.16%
52,574
-5,943
12
$3.6M 3.09%
66,760
-1,460
13
$3.53M 3.03%
16,560
-517
14
$3.22M 2.77%
129,035
-58,225
15
$3.15M 2.7%
50,870
-3,550
16
$3.13M 2.69%
35,730
-1,045
17
$2.88M 2.47%
9
-1
18
$2.29M 1.97%
28,931
-587
19
$2.04M 1.75%
97,000
+2,525
20
$1.89M 1.62%
31,345
-700
21
$1.67M 1.43%
+135,185
22
$1.2M 1.03%
68,795
-5,875
23
$1.19M 1.02%
528,783
+50,925
24
$1.11M 0.96%
46,005
+735
25
$1M 0.86%
7,481
+658
1
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