BCM

Brasada Capital Management Portfolio holdings

AUM $588M
1-Year Est. Return 17.33%
This Quarter Est. Return
1 Year Est. Return
+17.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$528M
AUM Growth
+$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$6.93M
3
+$4.31M
4
AMH icon
American Homes 4 Rent
AMH
+$3.64M
5
CNP icon
CenterPoint Energy
CNP
+$3.55M

Top Sells

1
+$7.01M
2
+$6.31M
3
+$5.21M
4
INVH icon
Invitation Homes
INVH
+$3.98M
5
DLR icon
Digital Realty Trust
DLR
+$3.88M

Sector Composition

1 Industrials 17.13%
2 Real Estate 17%
3 Technology 15.85%
4 Utilities 9.44%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-33,798
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-295,268
3 4 5 6
7