BC

Blantyre Capital Portfolio holdings

AUM $132M
1-Year Est. Return 10.48%
This Quarter Est. Return
1 Year Est. Return
+10.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$110M
2 +$30.9M
3 +$1.59M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 77.24%
2 Consumer Staples 21.65%
3 Technology 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$110M 77.24%
+26,664,349
2
$30.9M 21.65%
+2,257,138
3
$1.59M 1.11%
+40,503