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
301
$28.1K 0.03%
+753
302
$27.8K 0.03%
+562
303
$27.6K 0.03%
+440
304
$27.6K 0.03%
+138
305
$27.6K 0.03%
+2,604
306
$27.4K 0.03%
+237
307
$26.8K 0.02%
+109
308
$26.8K 0.02%
+3,988
309
$26.6K 0.02%
+100
310
$26.1K 0.02%
+1,285
311
$25.9K 0.02%
+517
312
$25.8K 0.02%
+184
313
$25.8K 0.02%
+290
314
$24.9K 0.02%
+499
315
$24.7K 0.02%
+639
316
$24.7K 0.02%
+758
317
$24.5K 0.02%
+277
318
$24.5K 0.02%
+120
319
$24.5K 0.02%
+420
320
$24.4K 0.02%
+241
321
$24.3K 0.02%
+371
322
$23.8K 0.02%
+148
323
$23.7K 0.02%
+542
324
$23.7K 0.02%
+182
325
$23.6K 0.02%
+120