BCP

Berkeley Capital Partners Portfolio holdings

AUM $394M
1-Year Est. Return 13.9%
This Quarter Est. Return
1 Year Est. Return
+13.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
-$309K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 5.18%
2 Consumer Staples 3.87%
3 Financials 3.38%
4 Communication Services 3.05%
5 Energy 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-11,456