BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
1-Year Est. Return 30.04%
This Quarter Est. Return
1 Year Est. Return
+30.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$636M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,331
New
Increased
Reduced
Closed

Top Buys

1 +$9.55M
2 +$8.43M
3 +$7.22M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.94M
5
MSFT icon
Microsoft
MSFT
+$2.6M

Top Sells

1 +$28.1M
2 +$20.7M
3 +$4.21M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.83M

Sector Composition

1 Technology 10.36%
2 Financials 7.39%
3 Consumer Discretionary 5.62%
4 Healthcare 4.92%
5 Communication Services 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
INSM icon
2001
Insmed
INSM
$39.6B
$1K ﹤0.01%
46
-55
IQ icon
2002
iQIYI
IQ
$2.11B
$1K ﹤0.01%
150
+84
JAMF icon
2003
Jamf
JAMF
$1.71B
$1K ﹤0.01%
35
JELD icon
2004
JELD-WEN Holding
JELD
$257M
$1K ﹤0.01%
+48
KBR icon
2005
KBR
KBR
$5.32B
$1K ﹤0.01%
38
KC
2006
Kingsoft Cloud Holdings
KC
$3.62B
$1K ﹤0.01%
+56
KE icon
2007
Kimball Electronics
KE
$702M
$1K ﹤0.01%
+41
KRNY icon
2008
Kearny Financial
KRNY
$412M
$1K ﹤0.01%
158
+1
KRUS icon
2009
Kura Sushi USA
KRUS
$689M
$1K ﹤0.01%
+24
LADR
2010
Ladder Capital
LADR
$1.35B
$1K ﹤0.01%
139
-6
LC icon
2011
LendingClub
LC
$2.02B
$1K ﹤0.01%
+42
LGND icon
2012
Ligand Pharmaceuticals
LGND
$3.67B
$1K ﹤0.01%
22
+14
LIVN icon
2013
LivaNova
LIVN
$2.91B
$1K ﹤0.01%
24
+7
LUNG icon
2014
Pulmonx
LUNG
$68.9M
$1K ﹤0.01%
+45
MC icon
2015
Moelis & Co
MC
$4.69B
$1K ﹤0.01%
25
+1
MCRB icon
2016
Seres Therapeutics
MCRB
$126M
$1K ﹤0.01%
12
MMI icon
2017
Marcus & Millichap
MMI
$1.16B
$1K ﹤0.01%
28
MMSI icon
2018
Merit Medical Systems
MMSI
$5.23B
$1K ﹤0.01%
27
MOFG icon
2019
MidWestOne Financial Group
MOFG
$786M
$1K ﹤0.01%
47
MP icon
2020
MP Materials
MP
$9.92B
$1K ﹤0.01%
+41
MRVI icon
2021
Maravai LifeSciences
MRVI
$422M
$1K ﹤0.01%
+27
MTH icon
2022
Meritage Homes
MTH
$4.57B
$1K ﹤0.01%
22
MUSA icon
2023
Murphy USA
MUSA
$6.84B
$1K ﹤0.01%
11
MXL icon
2024
MaxLinear
MXL
$1.29B
$1K ﹤0.01%
+39
NDSN icon
2025
Nordson
NDSN
$12.9B
$1K ﹤0.01%
5