BCML

BROADWATER CAPITAL MANAGEMENT LLC Portfolio holdings

AUM $137M
1-Year Est. Return 7.72%
This Quarter Est. Return
1 Year Est. Return
+7.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
-$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$5.6K

Top Sells

1
+$488K
2
+$199K
3
+$93.1K
4
DIS icon
Walt Disney
DIS
+$86.9K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$68K

Sector Composition

1 Technology 27.76%
2 Healthcare 16.37%
3 Consumer Staples 14.63%
4 Communication Services 9.42%
5 Consumer Discretionary 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5.64K ﹤0.01%
42
177
$5.11K ﹤0.01%
79
-103
178
$5.07K ﹤0.01%
112
179
$4.89K ﹤0.01%
26
180
$4.87K ﹤0.01%
40
181
$4.14K ﹤0.01%
278
182
$4K ﹤0.01%
59
183
$3.86K ﹤0.01%
375
184
$3.8K ﹤0.01%
28
185
$3.79K ﹤0.01%
54
186
$3.76K ﹤0.01%
32
187
$3.71K ﹤0.01%
11
188
$3.11K ﹤0.01%
38
189
$2.92K ﹤0.01%
150
190
$2.84K ﹤0.01%
3
191
$2.81K ﹤0.01%
11
192
$2.72K ﹤0.01%
47
193
$2.7K ﹤0.01%
181
194
$2.52K ﹤0.01%
20
195
$2.35K ﹤0.01%
5
196
$2.27K ﹤0.01%
15
197
$2.22K ﹤0.01%
14
198
$2.17K ﹤0.01%
8
199
$1.83K ﹤0.01%
20
200
$1.8K ﹤0.01%
22
6 7
8
9 10