BRCM

Bright Rock Capital Management Portfolio holdings

AUM $494M
1-Year Est. Return 10.25%
This Quarter Est. Return
1 Year Est. Return
+10.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$8.62M
2 +$4.78M
3 +$3.29M
4
WFC icon
Wells Fargo
WFC
+$1.61M
5
CTSH icon
Cognizant
CTSH
+$1.52M

Top Sells

1 +$4.39M
2 +$4.28M
3 +$3.38M
4
OII icon
Oceaneering
OII
+$3.15M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.47M

Sector Composition

1 Consumer Staples 11.64%
2 Financials 10.66%
3 Industrials 10.46%
4 Energy 10.35%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-150,000
77
-200,000
78
-57,000