BIM

Bridgecreek Investment Management Portfolio holdings

AUM $516M
1-Year Est. Return 41.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$8.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$3.42M
2 +$2.71M
3 +$1.89M
4
GHL
Greenhill & Co., Inc.
GHL
+$1.75M
5
UNH icon
UnitedHealth
UNH
+$887K

Top Sells

1 +$2.78M
2 +$2.16M
3 +$1.11M
4
WELL icon
Welltower
WELL
+$1.09M
5
LULU icon
lululemon athletica
LULU
+$1M

Sector Composition

1 Energy 16.82%
2 Consumer Discretionary 15.66%
3 Technology 15.14%
4 Healthcare 11.7%
5 Financials 11.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$83K 0.02%
44,000
102
-15,050
103
-194,100