BLM

Bennett Lawrence Management Portfolio holdings

AUM $309M
1-Year Est. Return 21.5%
This Quarter Est. Return
1 Year Est. Return
+21.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$375M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$9.15M
2 +$6.68M
3 +$4.31M
4
DLTR icon
Dollar Tree
DLTR
+$3.21M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$3.08M

Top Sells

1 +$8.05M
2 +$5.87M
3 +$5.52M
4
CMI icon
Cummins
CMI
+$4.01M
5
SNCR icon
Synchronoss Technologies
SNCR
+$3.75M

Sector Composition

1 Technology 25.17%
2 Consumer Discretionary 24.77%
3 Healthcare 13.8%
4 Consumer Staples 8.96%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,560