FBCM

Fort Baker Capital Management Portfolio holdings

AUM $571M
1-Year Est. Return 11.28%
This Quarter Est. Return
1 Year Est. Return
+11.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
-$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$27M
2 +$26.8M
3 +$19.2M
4
UA icon
Under Armour Class C
UA
+$16.3M
5
BN icon
Brookfield
BN
+$13.2M

Sector Composition

1 Financials 37.71%
2 Communication Services 26.42%
3 Energy 8.94%
4 Consumer Discretionary 5.38%
5 Technology 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,039,969