BIM
Bridgecreek Investment Management Portfolio holdings
AUM
$516M
1-Year Est. Return
41.96%
This Fund
S&P 500
1 Year Est. Return
+41.96%
AUM
$516M
AUM Growth
+$26.9M
(+5.5%)
Holding
103
Top Buys
| 1 | +$1.03M | |
| 2 | +$813K | |
| 3 | +$788K | |
| 4 |
MPT
Medical Properties Trust
MPT
|
+$627K |
| 5 |
Blue Owl Capital
OWL
|
+$619K |
Top Sells
| 1 | +$3.58M | |
| 2 | +$2.4M | |
| 3 | +$1.99M | |
| 4 |
Constellation Brands
STZ
|
+$1.26M |
| 5 |
Mastercard
MA
|
+$1.15M |
Sector Composition
| 1 | Technology | 31.24% |
| 2 | Financials | 19% |
| 3 | Healthcare | 14.44% |
| 4 | Energy | 12.86% |
| 5 | Consumer Discretionary | 10.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Public Storage
PSA
$54.6B
| – | – |
-1,200
|
|
||
102
J.M. Smucker
SJM
$12.2B
| – | – |
-3,650
|
|
||
103
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.56B
| – | – |
-68,500
|
|