BCM

Bluefin Capital Management Portfolio holdings

AUM $129M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$98.9M
2
+$74.4M
3
+$71.9M
4
NVDA icon
NVIDIA
NVDA
+$61.9M
5
MCD icon
McDonald's
MCD
+$59.3M

Top Sells

1
+$382M
2
+$91.8M
3
+$38.8M
4
VMW
VMware, Inc
VMW
+$34.8M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$5.61M

Sector Composition

1 Technology 44.22%
2 Consumer Discretionary 9.42%
3 Communication Services 9.02%
4 Financials 7%
5 Energy 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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