BTSMX Mutual Fund

BTSMX Mutual Fund

NAV$28.60
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Showing the top 10 of 81 holdings · as of Aug 31, 2026
Top 10 weight
19.76%
BTSMX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SEIC
Sei Investments Co.Financials · Capital Markets
2.25%		2.3%158,113$17.55MFinancialsCapital Markets
2
DT
Dynatrace IncInfo Tech · Software
2.19%		4.4%313,270$17.10MInfo TechSoftware
Sector and industry · Pro
3
MEDP
Medpace Holdings Inc
2.06%		6.5%26,985$16.03M
4
NDSN
Nordson Corp
2.03%		8.5%49,128$15.81M
5
CRL
Charles River Laboratories International Inc
1.91%		10.4%51,740$14.91M
6
IEX
Idex Corp.
1.91%		12.3%64,991$14.86M
7
JLL
Jones Lang Lasalle Inc.
1.89%		14.2%40,363$14.77M
8
ALLE
Allegion Plc
1.86%		16.1%93,490$14.51M
9
EXPD
Expeditors International Of Washington Inc.
1.83%		17.9%75,268$14.27M
10
LFUS
Littelfuse Inc
1.83%		19.8%34,693$14.30M
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Themes in the top 10
Asset ManagementInvestment TechnologyETF ProvidersDigital BankingRegulatory TechnologyCloud ComputingArtificial IntelligenceData & AnalyticsInternet & DigitalNetworking InfrastructureBiotechnologyPharmaceuticalsMedical DevicesLife Sciences ToolsHealth & Wellness

BTSMX Mutual Fund Top Holdings

BTSMX holdings top 10 positions. The top 10 holdings account for 19.8% of the fund, led by Sei Investments Co. at 2.3%, Dynatrace Inc at 2.2%, Medpace Holdings Inc at 2.1%.

BTSMX portfolio concentration is well-diversified, with the top 10 representing 19.8% of total assets. The largest sector exposure is Industrials at 22.6%.

BTSMX sectors provide a detailed breakdown. BTSMX overlap shows how holdings compare to other funds in your portfolio.