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
$295M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$16.7M
2 +$12.7M
3 +$8.71M
4
MVO
MV Oil Trust
MVO
+$8.5M
5
BGS icon
B&G Foods
BGS
+$8.23M

Top Sells

No sells this quarter

Sector Composition

1 Energy 14.53%
2 Consumer Discretionary 13.23%
3 Consumer Staples 9.33%
4 Financials 8.61%
5 Technology 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$9K ﹤0.01%
+350
177
$8K ﹤0.01%
+375
178
$7K ﹤0.01%
+336
179
$6K ﹤0.01%
+218
180
$5K ﹤0.01%
+415
181
$5K ﹤0.01%
+123
182
$5K ﹤0.01%
+100
183
$4K ﹤0.01%
+175
184
$3K ﹤0.01%
+201