BPMC
Buckland Partners Management Co Portfolio holdings
AUM
$180M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$180M
AUM Growth
–
Holding
104
Top Buys
| 1 | +$15.8M | |
| 2 | +$10.9M | |
| 3 | +$9.32M | |
| 4 |
Apple
AAPL
|
+$8.16M |
| 5 |
Tractor Supply
TSCO
|
+$6.73M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 35.36% |
| 2 | Industrials | 20.69% |
| 3 | Financials | 16.68% |
| 4 | Consumer Discretionary | 11.66% |
| 5 | Communication Services | 7.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Liberty Global Class A
LBTYA
$4.32B
| $202K | 0.11% |
+18,120
|
|
||
102
Mobileye
MBLY
$7.4B
| $157K | 0.09% |
+15,000
|
|
||
103
MasterBrand
MBC
$1.38B
| $155K | 0.09% |
+14,000
|
|
||
|
GTM
104
ZoomInfo Technologies
GTM
$1.83B
| $102K | 0.06% |
+10,000
|
|