BMCM

Burns Matteson Capital Management Portfolio holdings

AUM $249M
1-Year Est. Return 27.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$7.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.23M
3
+$1.22M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.1M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.02M

Top Sells

1
+$763K
2
+$616K
3
+$500K
4
PEGA icon
Pegasystems
PEGA
+$453K
5
INGR icon
Ingredion
INGR
+$440K

Sector Composition

1 Technology 19.4%
2 Real Estate 6.48%
3 Financials 6.3%
4 Consumer Discretionary 4.43%
5 Industrials 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
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