BM

Bridger Management Portfolio holdings

AUM $128M
1-Year Est. Return 9.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$5.81M
3
+$4.87M
4
LLY icon
Eli Lilly
LLY
+$4.8M
5
DASH icon
DoorDash
DASH
+$4.42M

Top Sells

1
+$7.12M
2
+$6.35M
3
+$6.21M
4
HQY icon
HealthEquity
HQY
+$5.54M
5
MS icon
Morgan Stanley
MS
+$4.22M

Sector Composition

1 Consumer Discretionary 31.67%
2 Healthcare 28.29%
3 Financials 18.5%
4 Technology 7.68%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BMY icon
26
Bristol-Myers Squibb
BMY
$117B
– –
-115,179
CMPS
27
Compass Pathways
CMPS
$1.76B
– –
-147,209
CX icon
28
Cemex
CX
$18.9B
– –
-620,000
HQY icon
29
HealthEquity
HQY
$7.36B
– –
-60,484
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