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
$3.77M
AUM Growth
-$92.6K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$206K
2 +$13.5K

Sector Composition

1 Consumer Discretionary 25.35%
2 Healthcare 21.97%
3 Energy 20.45%
4 Industrials 10.1%
5 Materials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$955K 25.35%
54,892
2
$512K 13.58%
24,907
3
$381K 10.1%
827
4
$337K 8.95%
1,269
5
$316K 8.39%
1,525
6
$266K 7.07%
20,963
7
$265K 7.03%
1,487
8
$253K 6.71%
9,539
9
$251K 6.67%
7,408
10
$232K 6.15%
1,096
11
-16,017
12
-8,243