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
151
$28K ﹤0.01%
+32,990
152
$27K ﹤0.01%
+22,835
153
$27K ﹤0.01%
33,552
+220
154
$26K ﹤0.01%
25,081
+82
155
$24K ﹤0.01%
+26,728
156
$23K ﹤0.01%
+24,487
157
$22K ﹤0.01%
12,636
+84
158
$21K ﹤0.01%
16,592
+93
159
$21K ﹤0.01%
+12,364
160
$20K ﹤0.01%
+24,545
161
$19K ﹤0.01%
25,218
+170
162
$18K ﹤0.01%
+13,665
163
$18K ﹤0.01%
+17,004
164
$18K ﹤0.01%
20,165
+167
165
$17K ﹤0.01%
+12,209
166
$17K ﹤0.01%
25,557
+558
167
$17K ﹤0.01%
16,775
+108
168
$16K ﹤0.01%
+14,001
169
$14K ﹤0.01%
+16,629
170
$14K ﹤0.01%
+12,185
171
$13K ﹤0.01%
+12,201
172
$12K ﹤0.01%
+12,610
173
$11K ﹤0.01%
+13,256
174
$11K ﹤0.01%
+10,081
175
$10K ﹤0.01%
+13,109
5 6
7
8 9