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
201
$1.79K ﹤0.01%
57
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202
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20
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$1.49K ﹤0.01%
6
204
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270
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$1.36K ﹤0.01%
15
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20
207
$1.21K ﹤0.01%
15
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$995 ﹤0.01%
2
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$944 ﹤0.01%
6
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$870 ﹤0.01%
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$125 ﹤0.01%
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