BEP

Brookside Equity Partners Portfolio holdings

AUM $22.5M
1-Year Est. Return 62.43%
This Quarter Est. Return
1 Year Est. Return
+62.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$36.2M
AUM Growth
-$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$725K

Sector Composition

1 Financials 95.31%
2 Technology 4.16%
3 Consumer Staples 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SLQT icon
1
SelectQuote
SLQT
$324M
$34.5M 95.31%
17,678,757
LYFT icon
2
Lyft
LYFT
$8.1B
$1.51M 4.16%
157,072
HNST icon
3
The Honest Company
HNST
$405M
$191K 0.53%
113,776
UBER icon
4
Uber
UBER
$192B
-22,858