BCC
Bridge City Capital Portfolio holdings
AUM
$361M
1-Year Est. Return
38.29%
This Fund
S&P 500
1 Year Est. Return
+38.29%
AUM
$361M
AUM Growth
+$20.6M
(+6%)
Holding
114
Top Buys
| 1 | +$4.85M | |
| 2 | +$2.7M | |
| 3 | +$2.61M | |
| 4 |
Amphastar Pharmaceuticals
AMPH
|
+$2.44M |
| 5 |
PSIX
Power Solutions International
PSIX
|
+$2.34M |
Top Sells
| 1 | +$8.87M | |
| 2 | +$2.25M | |
| 3 | +$2.15M | |
| 4 |
American Eagle Outfitters
AEO
|
+$2.11M |
| 5 |
Photronics
PLAB
|
+$1.74M |
Sector Composition
| 1 | Technology | 29.34% |
| 2 | Healthcare | 26.82% |
| 3 | Industrials | 16.61% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Financials | 6.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
The Ensign Group
ENSG
$9.6B
| $11.9M | 3.3% |
59,139
-1,140
|
|
||
2
Sterling Infrastructure
STRL
$30.5B
| $11.4M | 3.15% |
27,881
+1,711
|
|
||
3
RBC Bearings
RBC
$18.7B
| $9.89M | 2.74% |
18,210
+873
|
|
||
4
A10 Networks
ATEN
$2.28B
| $9.26M | 2.57% |
400,683
+21,341
|
|
||
5
Onto Innovation
ONTO
$13.7B
| $9.26M | 2.57% |
45,140
+2,735
|
|
||
6
Pacira BioSciences
PCRX
$892M
| $9.1M | 2.52% |
402,765
+117,272
|
|
||
7
Diodes
DIOD
$5.17B
| $8.04M | 2.23% |
117,734
+1,402
|
|
||
8
LeMaitre Vascular
LMAT
$2.14B
| $7.68M | 2.13% |
70,390
+3,767
|
|
||
9
Modine Manufacturing
MOD
$15.9B
| $7.51M | 2.08% |
34,638
-7,831
|
|
||
10
Glacier Bancorp
GBCI
$6.14B
| $7.38M | 2.04% |
165,163
+10,086
|
|
||
11
Addus HomeCare
ADUS
$1.67B
| $7.2M | 2% |
76,914
+45,775
|
|
||
12
iRadimed
IRMD
$1.2B
| $6.99M | 1.94% |
72,573
+1,719
|
|
||
|
13
Amphastar Pharmaceuticals
AMPH
$825M
| $6.56M | 1.82% |
335,105
+99,620
|
|
||
14
MACOM Technology Solutions
MTSI
$29.2B
| $6.31M | 1.75% |
28,404
-7,751
|
|
||
15
Kulicke & Soffa
KLIC
$5.63B
| $6.2M | 1.72% |
94,284
+11,356
|
|
||
16
Badger Meter
BMI
$3.73B
| $6.03M | 1.67% |
39,554
+8,061
|
|
||
17
OSI Systems
OSIS
$3.5B
| $6M | 1.66% |
22,582
+1,361
|
|
||
18
Century Communities
CCS
$1.62B
| $5.76M | 1.6% |
100,398
+21,267
|
|
||
19
Globus Medical
GMED
$10.9B
| $5.71M | 1.58% |
66,252
-17,830
|
|
||
20
ACI Worldwide
ACIW
$4.31B
| $5.68M | 1.57% |
138,419
+24,089
|
|
||
21
SiteOne Landscape Supply
SITE
$4.55B
| $5.55M | 1.54% |
41,668
+14,865
|
|
||
22
CRA International
CRAI
$921M
| $5.47M | 1.52% |
33,811
+12,576
|
|
||
23
ePlus
PLUS
$2.12B
| $5.14M | 1.42% |
68,323
+4,245
|
|
||
|
UCTT
24
Ultra Clean Holdings
UCTT
$4.2B
| $5.05M | 1.4% |
81,226
+109
|
|
||
25
Lithia Motors
LAD
$6.63B
| $5.04M | 1.4% |
20,169
+1,241
|
|