BTP

Bloom Tree Partners Portfolio holdings

AUM $215M
1-Year Est. Return 17.45%
This Quarter Est. Return
1 Year Est. Return
+17.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$911M
AUM Growth
-$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$36.8M
3
+$28.8M
4
PLAN
Anaplan, Inc.
PLAN
+$17.5M
5
CLOV icon
Clover Health Investments
CLOV
+$13.1M

Top Sells

1
+$72.1M
2
+$43.4M
3
+$35.9M
4
ADBE icon
Adobe
ADBE
+$31.6M
5
TEAM icon
Atlassian
TEAM
+$30M

Sector Composition

1 Technology 41.83%
2 Consumer Discretionary 29.5%
3 Communication Services 11.69%
4 Financials 10.58%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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