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
MMC icon
Marsh & McLennan
MMC
+$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
376
$5K ﹤0.01%
+500
377
$5K ﹤0.01%
+115
378
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+24
379
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380
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+80
381
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382
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+33
383
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+35
384
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+90
385
$4K ﹤0.01%
+214
386
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+45
387
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390
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+1,026
395
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+85
396
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+200
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+37
398
$4K ﹤0.01%
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399
$4K ﹤0.01%
+25
400
$4K ﹤0.01%
+135