BCM

BluePath Capital Management Portfolio holdings

AUM $238M
1-Year Est. Return 25.36%
This Quarter Est. Return
1 Year Est. Return
+25.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1 +$25.1M
2 +$11.3M
3 +$5.12M
4
MSFT icon
Microsoft
MSFT
+$2.11M
5
XOM icon
Exxon Mobil
XOM
+$2.08M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.04%
2 Technology 11.58%
3 Healthcare 6.28%
4 Energy 5.44%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$34.7K 0.03%
+3,290
227
$34.6K 0.03%
+1,167
228
$34.5K 0.03%
+594
229
$34.3K 0.03%
+1,825
230
$33.6K 0.03%
+612
231
$33.6K 0.03%
+306
232
$33.6K 0.03%
+5,092
233
$33.6K 0.03%
+554
234
$33.4K 0.03%
+131
235
$33.1K 0.03%
+2,863
236
$33.1K 0.03%
+720
237
$33.1K 0.03%
+308
238
$33.1K 0.03%
+1,004
239
$33.1K 0.03%
+1,618
240
$33.1K 0.03%
+2,239
241
$33K 0.03%
+825
242
$32.9K 0.03%
+1,172
243
$32.9K 0.03%
+529
244
$32.7K 0.03%
+559
245
$32.6K 0.03%
+1,383
246
$32.5K 0.03%
+477
247
$32.4K 0.03%
+483
248
$32.3K 0.03%
+5,323
249
$32.2K 0.03%
+518
250
$32.2K 0.03%
+337