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
$4.73M
AUM Growth
+$874K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1 +$352K
2 +$233K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 18.83%
2 Consumer Discretionary 18.77%
3 Energy 17.75%
4 Materials 8.36%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$889K 18.77%
54,892
2
$569K 12.01%
24,907
3
$396K 8.36%
1,269
4
$375K 7.91%
827
5
$352K 7.44%
+23,563
6
$298K 6.29%
1,310
7
$289K 6.11%
20,963
8
$288K 6.09%
1,096
9
$279K 5.9%
9,539
10
$272K 5.75%
7,408
11
$243K 5.13%
686
12
$233K 4.93%
+2,026
13
$226K 4.78%
1,185
14
$25K 0.53%
26,209