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
126
$91K 0.01%
+76,580
127
$85K 0.01%
+99,315
128
$84K 0.01%
+73,200
129
$71K 0.01%
+74,762
130
$68K 0.01%
64,994
+450
131
$65K 0.01%
+62,399
132
$65K 0.01%
+49,838
133
$64K 0.01%
+65,560
134
$60K 0.01%
+49,693
135
$56K 0.01%
40,263
+264
136
$55K 0.01%
+49,001
137
$50K 0.01%
+39,871
138
$50K 0.01%
50,420
+421
139
$44K ﹤0.01%
+35,665
140
$41K ﹤0.01%
+51,024
141
$40K ﹤0.01%
+33,756
142
$39K ﹤0.01%
+31,300
143
$35K ﹤0.01%
50,482
+485
144
$35K ﹤0.01%
+33,277
145
$35K ﹤0.01%
+24,888
146
$33K ﹤0.01%
+32,838
147
$30K ﹤0.01%
33,633
+300
148
$30K ﹤0.01%
33,440
+108
149
$30K ﹤0.01%
+32,653
150
$29K ﹤0.01%
+24,419
4 5
6
7 8