BM

Belfer Management Portfolio holdings

AUM $6.54M
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.72M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$817K
2 +$445K
3 +$293K
4
LMT icon
Lockheed Martin
LMT
+$291K
5
LH icon
Labcorp
LH
+$245K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 34.03%
2 Consumer Discretionary 29.99%
3 Materials 10.74%
4 Industrials 10.7%
5 Energy 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$817K 29.99%
+49,012
2
$445K 16.35%
+22,728
3
$293K 10.74%
+1,429
4
$291K 10.7%
+754
5
$245K 8.98%
+1,391
6
$212K 7.78%
+925
7
$210K 7.7%
+1,357
8
$186K 6.84%
+16,889
9
$24.8K 0.91%
+14,615