BCM
Bluefin Capital Management Portfolio holdings
AUM
$129M
This Quarter Return
-6.6%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$729M
AUM Growth
-$168M
(-19%)
Cap. Flow
-$423M
Cap. Flow
% of AUM
-58.07%
Top 10 Holdings %
Top 10 Hldgs %
48.46%
Holding
573
New
101
Increased
74
Reduced
91
Closed
146
Top Buys
| 1 |
EXEEZ
Expand Energy Corporation Class B Warrants
EXEEZ
|
+$31.9M |
| 2 |
EXEEW
Expand Energy Corporation Class A Warrants
EXEEW
|
+$23.5M |
| 3 |
American Express
AXP
|
+$16.7M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
+$14.8M |
| 5 |
Meta Platforms (Facebook)
META
|
+$14.1M |
Top Sells
Sector Composition
| 1 | Technology | 7.91% |
| 2 | Financials | 6.21% |
| 3 | Communication Services | 5.92% |
| 4 | Consumer Discretionary | 5.77% |
| 5 | Energy | 2.9% |
