BCM
Brasada Capital Management Portfolio holdings
AUM
$583M
1-Year Est. Return
19.39%
1 Year Est. Return
+19.39%
AUM
$583M
AUM Growth
+$82.4M
(+16%)
Holding
152
Top Buys
| 1 | +$6.07M | |
| 2 | +$5.36M | |
| 3 | +$4.75M | |
| 4 |
Oracle
ORCL
|
+$4.49M |
| 5 |
Invesco Short Term Treasury ETF
TBLL
|
+$4.02M |
Top Sells
| 1 | +$6.4M | |
| 2 | +$6.32M | |
| 3 | +$4.96M | |
| 4 |
ANSS
Ansys
ANSS
|
+$4.05M |
| 5 |
Union Pacific
UNP
|
+$3.89M |
Sector Composition
| 1 | Industrials | 19.76% |
| 2 | Technology | 18.85% |
| 3 | Healthcare | 11.72% |
| 4 | Financials | 10.92% |
| 5 | Consumer Discretionary | 4.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
UnitedHealth
UNH
$323B
| – | – |
-6,335
|
|
||
152
Workday
WDAY
$62.5B
| – | – |
-2,918
|
|