BIM

Bridgecreek Investment Management Portfolio holdings

AUM $516M
1-Year Est. Return 41.96%
This Quarter Est. Return
1 Year Est. Return
+41.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$659M
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$5.53M
2 +$4.92M
3 +$3.01M
4
AYX
Alteryx Inc
AYX
+$1.1M
5
MAR icon
Marriott International
MAR
+$1.01M

Top Sells

1 +$4.79M
2 +$2.72M
3 +$1.67M
4
IDXX icon
Idexx Laboratories
IDXX
+$1.6M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.56M

Sector Composition

1 Technology 31.38%
2 Healthcare 17.6%
3 Financials 15.98%
4 Consumer Discretionary 14.22%
5 Energy 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-173,412