BCM

Bond Capital Management Portfolio holdings

AUM $207M
1-Year Est. Return 14.11%
This Quarter Est. Return
1 Year Est. Return
+14.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 66.25%
2 Technology 18.52%
3 Financials 13.81%
4 Communication Services 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$154M 66.25%
2,814,375
2
$32.1M 13.81%
1,200,128
3
$22.2M 9.54%
832,970
4
$20.9M 8.98%
1,855,000
5
$3.31M 1.42%
1,398,371