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
$136M
AUM Growth
+$5.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$8.33K
2
+$197
3
+$114
4
SWKS icon
Skyworks Solutions
SWKS
+$99

Top Sells

1
+$331K
2
+$258K
3
+$146K
4
MSFT icon
Microsoft
MSFT
+$138K
5
PFE icon
Pfizer
PFE
+$102K

Sector Composition

1 Technology 28.77%
2 Healthcare 16.18%
3 Consumer Staples 14.53%
4 Communication Services 9.62%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.18K ﹤0.01%
38
202
$3.12K ﹤0.01%
11
203
$3.05K ﹤0.01%
523
204
$2.98K ﹤0.01%
47
205
$2.86K ﹤0.01%
150
206
$2.66K ﹤0.01%
3
207
$2.65K ﹤0.01%
8
208
$2.65K ﹤0.01%
20
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$2.5K ﹤0.01%
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$2.09K ﹤0.01%
5
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$2K ﹤0.01%
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$1.46K ﹤0.01%
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$1.24K ﹤0.01%
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$1.06K ﹤0.01%
41
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$941 ﹤0.01%
12
225
$838 ﹤0.01%
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