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
$3.86M
AUM Growth
+$92.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1 +$206K
2 +$28.3K

Top Sells

1 +$51.8K
2 +$43.2K

Sector Composition

1 Consumer Discretionary 24.17%
2 Energy 21.17%
3 Healthcare 21.16%
4 Industrials 8.76%
5 Materials 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$933K 24.17%
54,892
2
$525K 13.6%
24,907
3
$338K 8.76%
827
4
$324K 8.39%
1,269
5
$294K 7.62%
20,963
6
$263K 6.83%
7,408
7
$263K 6.82%
1,310
-215
8
$260K 6.73%
9,539
9
$222K 5.76%
1,096
10
$206K 5.33%
+686
11
$203K 5.26%
1,185
-302
12
$28.3K 0.73%
+26,209