BGM
Burkehill Global Management Portfolio holdings
AUM
$1.35B
This Quarter Return
+32.82%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.35B
AUM Growth
+$1.35B
(+0.71%)
Cap. Flow
-$134M
Cap. Flow
% of AUM
-9.9%
Top 10 Holdings %
Top 10 Hldgs %
39.04%
Holding
120
New
54
Increased
7
Reduced
18
Closed
26
Top Buys
| 1 |
Brown & Brown
BRO
|
$83.2M |
| 2 |
Nasdaq
NDAQ
|
$44.7M |
| 3 |
Loar Holdings
LOAR
|
$43.1M |
| 4 |
SNDK
Sandisk Corporation Common Stock
SNDK
|
$36.3M |
| 5 |
GLXY
Galaxy Digital Inc. Class A Common Stock
GLXY
|
$30.7M |
Top Sells
| 1 |
Boeing
BA
|
$87M |
| 2 |
Charles Schwab
SCHW
|
$74.4M |
| 3 |
CRWV
CoreWeave, Inc. Class A Common Stock
CRWV
|
$64.4M |
| 4 |
Arthur J. Gallagher & Co
AJG
|
$63.9M |
| 5 |
American Electric Power
AEP
|
$62.3M |
Sector Composition
| 1 | Financials | 19.55% |
| 2 | Technology | 18.35% |
| 3 | Industrials | 16.89% |
| 4 | Utilities | 10.53% |
| 5 | Consumer Discretionary | 9.91% |
