BIA
BMT Investment Advisors Portfolio holdings
AUM
$159M
1-Year Est. Return
12.04%
1 Year Est. Return
-12.04%
AUM
$159M
AUM Growth
-$58M
(-27%)
Holding
82
Top Buys
| 1 | +$546K | |
| 2 | +$333K | |
| 3 | +$253K | |
| 4 |
Lowe's Companies
LOW
|
+$94.7K |
| 5 |
SouthState Bank Corp
SSB
|
+$92.1K |
Top Sells
| 1 | +$1.46M | |
| 2 | +$973K | |
| 3 | +$383K | |
| 4 |
Thermo Fisher Scientific
TMO
|
+$142K |
| 5 |
Quaker Houghton
KWR
|
+$54K |
Sector Composition
| 1 | Technology | 19.86% |
| 2 | Healthcare | 17.35% |
| 3 | Industrials | 16.33% |
| 4 | Financials | 15.14% |
| 5 | Consumer Discretionary | 9.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
American Eagle Outfitters
AEO
$2.9B
| $624K | 0.39% |
78,500
|
|
||
|
PARA
77
DELISTED
Paramount Global Class B
PARA
| $609K | 0.38% |
43,455
|
|
||
78
Spirit AeroSystems
SPR
$4.18B
| $591K | 0.37% |
24,685
|
|
||
79
SLB Ltd
SLB
$54.8B
| $571K | 0.36% |
42,320
+5,600
|
|
||
80
Norwegian Cruise Line
NCLH
$8.68B
| $333K | 0.21% |
+30,346
|
|
||
81
Avnet
AVT
$3.84B
| – | – |
-34,439
|
|
||
82
Dow Inc
DOW
$15.8B
| – | – |
-17,782
|
|