BMCM

Bryn Mawr Capital Management Portfolio holdings

AUM $1.83B
1-Year Est. Return 14.56%
This Quarter Est. Return
1 Year Est. Return
+14.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
-$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$2.95M
3
+$1.34M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.13M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$918K

Top Sells

1
+$1.1M
2
+$667K
3
+$609K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$524K
5
JNJ icon
Johnson & Johnson
JNJ
+$512K

Sector Composition

1 Healthcare 3.67%
2 Industrials 3.04%
3 Communication Services 2.78%
4 Technology 2.31%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
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