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
$2.92M
AUM Growth
+$199K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$206K
2 +$35.2K
3 +$15.8K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 28.85%
2 Consumer Discretionary 25.21%
3 Energy 13.92%
4 Industrials 12.55%
5 Materials 11.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$737K 25.21%
50,089
+1,077
2
$479K 16.4%
22,728
3
$367K 12.55%
754
4
$339K 11.6%
1,429
5
$281K 9.63%
1,391
6
$230K 7.87%
1,357
7
$206K 7.06%
+7,685
8
$200K 6.86%
16,889
9
$69K 2.36%
1,887
+962
10
$13.6K 0.46%
14,615