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
$6.18M
AUM Growth
+$874K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1 +$207K

Top Sells

1 +$112K

Sector Composition

1 Consumer Discretionary 21.93%
2 Energy 17.42%
3 Healthcare 16.45%
4 Financials 14.86%
5 Industrials 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.35M 21.93%
55,176
2
$648K 10.49%
25,036
3
$486K 7.86%
831
4
$458K 7.42%
23,685
5
$381K 6.17%
9,957
6
$376K 6.08%
984
-292
7
$351K 5.69%
21,882
8
$344K 5.57%
7,733
9
$342K 5.54%
597
10
$319K 5.17%
2,693
11
$294K 4.76%
1,316
12
$289K 4.69%
1,191
13
$253K 4.09%
8,665
14
$207K 3.35%
+5,842
15
$74.3K 1.2%
26,344