BAM

Bosun Asset Management Portfolio holdings

AUM $132M
1-Year Est. Return 55.64%
This Quarter Est. Return
1 Year Est. Return
+55.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$64.7M
AUM Growth
-$7.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$892K
2 +$393K
3 +$342K
4
BMY icon
Bristol-Myers Squibb
BMY
+$334K
5
TSN icon
Tyson Foods
TSN
+$289K

Top Sells

1 +$875K
2 +$843K
3 +$818K
4
BAC icon
Bank of America
BAC
+$724K
5
BX icon
Blackstone
BX
+$633K

Sector Composition

1 Financials 34.74%
2 Technology 20.21%
3 Industrials 7.79%
4 Healthcare 7.26%
5 Utilities 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,300