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
101
$199K 0.02%
+199,260
102
$199K 0.02%
+20,180
103
$197K 0.02%
20,166
+166
104
$192K 0.02%
+19,550
105
$190K 0.02%
+977
106
$190K 0.02%
+19,624
107
$190K 0.02%
+19,575
108
$189K 0.02%
+19,499
109
$187K 0.02%
+19,295
110
$168K 0.02%
34,726
+234
111
$159K 0.02%
134,451
+1,122
112
$153K 0.02%
+123,984
113
$152K 0.02%
+170,992
114
$150K 0.02%
+117,729
115
$143K 0.02%
+14,693
116
$142K 0.01%
120,541
+794
117
$121K 0.01%
+69,793
118
$113K 0.01%
100,897
+898
119
$108K 0.01%
+86,049
120
$105K 0.01%
+10,454
121
$100K 0.01%
+80,136
122
$100K 0.01%
+72,186
123
$98K 0.01%
+10,117
124
$98K 0.01%
10,117
+117
125
$97K 0.01%
10,037
+37
3 4
5
6 7