BAM

Broadcrest Asset Management Portfolio holdings

AUM $54.8M
1-Year Est. Return 1.38%
This Quarter Est. Return
1 Year Est. Return
-1.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.2M
AUM Growth
+$1.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$7.99M

Top Sells

1 +$10.1M

Sector Composition

1 Industrials 72.93%
2 Healthcare 19.21%
3 Consumer Discretionary 7.85%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$36.2M 43.55%
300,000
2
$24.5M 29.39%
120,000
3
$16M 19.21%
200,000
+100,000
4
$6.53M 7.85%
338,000
5
-20,000