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
326
$22.9K 0.02%
+509
327
$22.4K 0.02%
+38
328
$22.4K 0.02%
+185
329
$21.9K 0.02%
+226
330
$21K 0.02%
+849
331
$20.4K 0.02%
+91
332
$20.1K 0.02%
+189
333
$18.6K 0.02%
+483
334
$8.55K 0.01%
+1,936
335
$6.6K 0.01%
+20,300