BMCM
Bryn Mawr Capital Management Portfolio holdings
AUM
$1.83B
This Quarter Return
+1.72%
1 Year Return
+14.56%
3 Year Return
+58.82%
5 Year Return
+96.31%
10 Year Return
–
AUM
$98.1M
AUM Growth
–
Cap. Flow
+$98.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.64%
Holding
81
New
81
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$14.3M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$12.8M |
| 3 |
Vanguard Mid-Cap Growth ETF
VOT
|
$9.62M |
| 4 |
VanEck Short High Yield Muni ETF
SHYD
|
$5.21M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.52M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 7.91% |
| 2 | Communication Services | 3.93% |
| 3 | Consumer Staples | 2.68% |
| 4 | Technology | 2.68% |
| 5 | Financials | 2.4% |
