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
$66.8M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$7.2M

Sector Composition

1 Industrials 80.94%
2 Healthcare 10.79%
3 Consumer Discretionary 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$31.7M 47.5%
300,000
2
$22.3M 33.44%
120,000
3
$7.2M 10.79%
100,000
-100,000
4
$5.53M 8.28%
338,000