BCM

Brasada Capital Management Portfolio holdings

AUM $581M
1-Year Est. Return 18.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Sells

1 +$6.4M
2 +$6.32M
3 +$4.86M
4
UNP icon
Union Pacific
UNP
+$3.65M
5
ANSS
Ansys
ANSS
+$3.61M

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
-2,450
152
0