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
151
$94.2K 0.09%
+240
152
$93.6K 0.09%
+2,800
153
$90.4K 0.08%
+2,066
154
$89.1K 0.08%
+854
155
$87.6K 0.08%
+1,790
156
$86.8K 0.08%
+1,205
157
$82.6K 0.08%
+1,718
158
$81.4K 0.07%
+943
159
$80.6K 0.07%
+1,984
160
$80K 0.07%
+2,979
161
$79K 0.07%
+447
162
$76.7K 0.07%
+1,326
163
$75.3K 0.07%
+521
164
$74.1K 0.07%
+740
165
$72.2K 0.07%
+766
166
$71.8K 0.07%
+1,115
167
$70.7K 0.06%
+7,353
168
$70.5K 0.06%
+768
169
$69.7K 0.06%
+7,500
170
$66.9K 0.06%
+2,427
171
$66.8K 0.06%
+757
172
$61.4K 0.06%
+1,480
173
$60.7K 0.06%
+1,284
174
$60.3K 0.06%
+1,199
175
$60K 0.06%
+974