BWM

BNC Wealth Management Portfolio holdings

AUM $396M
1-Year Est. Return 49.24%
This Quarter Est. Return
1 Year Est. Return
+49.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$8.93M
3 +$7.53M
4
MRSH
Marsh
MRSH
+$5.82M
5
MSFT icon
Microsoft
MSFT
+$5.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.85%
2 Consumer Discretionary 12.93%
3 Healthcare 10.97%
4 Financials 10.65%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$8K 0.01%
+93
327
$8K 0.01%
+190
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$7K ﹤0.01%
+73
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$7K ﹤0.01%
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+120
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+1,138
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+3,000
333
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336
$7K ﹤0.01%
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342
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$6K ﹤0.01%
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347
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348
$6K ﹤0.01%
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349
$6K ﹤0.01%
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350
$6K ﹤0.01%
+53