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
276
$30.9K 0.03%
+929
277
$30.9K 0.03%
+1,531
278
$30.8K 0.03%
+1,534
279
$30.8K 0.03%
+494
280
$30.7K 0.03%
+1,234
281
$30.6K 0.03%
+184
282
$30.6K 0.03%
+1,811
283
$30.5K 0.03%
+1,626
284
$30.4K 0.03%
+88
285
$30.2K 0.03%
+120
286
$30K 0.03%
+2,166
287
$29.9K 0.03%
+213
288
$29.7K 0.03%
+1,046
289
$29.6K 0.03%
+595
290
$29.6K 0.03%
+2,407
291
$29.4K 0.03%
+103
292
$29.4K 0.03%
+1,544
293
$29.3K 0.03%
+128
294
$29.1K 0.03%
+2,243
295
$29K 0.03%
+267
296
$28.9K 0.03%
+2,630
297
$28.5K 0.03%
+191
298
$28.5K 0.03%
+184
299
$28.4K 0.03%
+1,447
300
$28.1K 0.03%
+1,568