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
$178M
AUM Growth
-$24.8K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$861K
2
+$850K
3
+$840K
4
AMZN icon
Amazon
AMZN
+$734K
5
UAL icon
United Airlines
UAL
+$636K

Top Sells

1
+$1.9M
2
+$706K
3
+$410K
4
MTG icon
MGIC Investment
MTG
+$409K
5
FFIV icon
F5
FFIV
+$409K

Sector Composition

1 Technology 19.74%
2 Real Estate 6.49%
3 Consumer Discretionary 5.65%
4 Industrials 4.03%
5 Financials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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194
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4 5 6 7
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