BCCM
Bridge Creek Capital Management Portfolio holdings
AUM
$360M
1-Year Est. Return
16.27%
1 Year Est. Return
+16.27%
AUM
$360M
AUM Growth
+$19.2M
(+5.6%)
Holding
117
Top Buys
| 1 | +$416K | |
| 2 | +$406K | |
| 3 | +$405K | |
| 4 |
Tesla
TSLA
|
+$267K |
| 5 |
United Rentals
URI
|
+$220K |
Top Sells
| 1 | +$617K | |
| 2 | +$615K | |
| 3 | +$532K | |
| 4 |
Bank of America
BAC
|
+$481K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$458K |
Sector Composition
| 1 | Technology | 16.77% |
| 2 | Financials | 16.51% |
| 3 | Industrials | 12.69% |
| 4 | Consumer Staples | 11.42% |
| 5 | Healthcare | 10.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Duke Energy
DUK
$99.9B
| $285K | 0.08% |
2,307
|
|
||
102
Amphenol
APH
$153B
| $272K | 0.08% |
2,200
|
|
||
|
103
Tesla
TSLA
$1.46T
| $267K | 0.07% |
+601
|
|
||
104
Bristol-Myers Squibb
BMY
$88.8B
| $257K | 0.07% |
5,701
+150
|
|
||
105
VanEck Environmental Services ETF
EVX
$91M
| $245K | 0.07% |
6,300
|
|
||
106
Vanguard Energy ETF
VDE
$7.04B
| $245K | 0.07% |
1,948
-50
|
|
||
107
Snap-on
SNA
$17.7B
| $243K | 0.07% |
700
|
|
||
108
Clorox
CLX
$14.6B
| $236K | 0.07% |
1,915
-100
|
|
||
|
109
United Rentals
URI
$63.1B
| $220K | 0.06% |
+230
|
|
||
110
Vanguard S&P 500 ETF
VOO
$757B
| $218K | 0.06% |
+357
|
|
||
111
American Tower
AMT
$89.6B
| $218K | 0.06% |
1,134
-79
|
|
||
112
Amgen
AMGN
$161B
| $216K | 0.06% |
+765
|
|
||
113
Vanguard Consumer Discretionary ETF
VCR
$6.35B
| $212K | 0.06% |
535
-25
|
|
||
114
Vanguard Industrials ETF
VIS
$6.23B
| $210K | 0.06% |
710
-25
|
|
||
115
Vanguard Financials ETF
VFH
$12.5B
| $209K | 0.06% |
1,593
-70
|
|
||
116
Vanguard Health Care ETF
VHT
$15.9B
| $202K | 0.06% |
+780
|
|
||
117
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.8B
| – | – |
-5,686
|
|