BMCM

Burns Matteson Capital Management Portfolio holdings

AUM $238M
1-Year Est. Return 25.41%
This Quarter Est. Return
1 Year Est. Return
+25.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$6.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$9.63M
2 +$3.93M
3 +$736K
4
CLF icon
Cleveland-Cliffs
CLF
+$735K
5
MCK icon
McKesson
MCK
+$735K

Sector Composition

1 Healthcare 11.43%
2 Real Estate 10.67%
3 Technology 10.54%
4 Energy 4.73%
5 Utilities 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,872
177
-27,717
178
-14,719
179
-109,028
180
-19,827
181
-9,376
182
-8,268