BMCM

Bryn Mawr Capital Management Portfolio holdings

AUM $2.08B
1-Year Est. Return 19.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$304M
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.43M
3
+$1.31M
4
SCHY icon
Schwab International Dividend Equity ETF
SCHY
+$1.03M
5
AMZN icon
Amazon
AMZN
+$1.02M

Top Sells

1
+$1.46M
2
+$1.16M
3
+$1.07M
4
UNH icon
UnitedHealth
UNH
+$857K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$678K

Sector Composition

1 Healthcare 9.13%
2 Technology 8.76%
3 Consumer Staples 5.39%
4 Financials 4.66%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K ﹤0.01%
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