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
26
$5.74M 0.6%
+588,666
27
$4.87M 0.51%
+498,160
28
$4.86M 0.51%
49,123
-1,282
29
$4.17M 0.44%
419,071
+2,392
30
$4.04M 0.43%
380,158
-1,119,842
31
$3.96M 0.42%
404,948
+2,312
32
$3.91M 0.41%
+400,705
33
$3.9M 0.41%
403,368
+3,368
34
$3.85M 0.4%
25,931
+1,154
35
$3.84M 0.4%
+398,527
36
$3.81M 0.4%
389,999
+2,714
37
$3.62M 0.38%
+371,883
38
$3.31M 0.35%
+341,991
39
$2.98M 0.31%
+306,338
40
$2.85M 0.3%
+292,819
41
$2.84M 0.3%
+288,758
42
$2.79M 0.29%
286,818
+2,120
43
$2.61M 0.27%
+268,273
44
$2.45M 0.26%
+248,475
45
$2.42M 0.25%
+249,213
46
$2.39M 0.25%
+245,011
47
$1.96M 0.21%
201,799
+1,799
48
$1.94M 0.2%
+199,370
49
$1.92M 0.2%
+198,635
50
$1.9M 0.2%
+196,693
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