BEATON MANAGEMENT COMPANY . INC.

HTTP://WWW.BEATONMANAGEMENT.COM HAVERHILL, MA Investment Advisor How do I update this listing?

Beaton Management Company . is based out of Haverhill. Beaton Management Company . is a large advisory firm with 129 clients and discretionary assets under management (AUM) of $244,096,893 (Form ADV from 2018-07-01). Their last reported 13F filing for Q1 2020 included $99,858,000 in managed 13F securities and a top 10 holdings concentration of 28.44%. Beaton Management Company .'s largest holding is Toronto-Dominion Bank (The) with shares held of 97,427. Whalewisdom has at least 12 13F filings

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03/31/2020

13F Activity

  • Market Value $99.858 Million
  • Prior Market Value $127.479 Million
  • New Purchases3 stocks
  • Additional Purchases35 stocks
  • Sold out of20 stocks
  • Reduced holdings in29 stocks
  • Top 10 Holdings % 28.44 %
  • Turnover % [1]:22.33%
  • Turnover Alt % [2]: 6.90 %
  • Time Held Top20:8.35 quarters
  • Time Held Top10:6.90 quarters
  • Time Held All:10.33 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 27.49%
Performance Last 4 Quarters: -4.57%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

BEATON MANAGEMENT CO INC
150 SUMMER STREET
HAVERHILL MA    01830-6032
Country: United States

Business Phone: 978-372-3008
Fax: 978-372-8407
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MA
Number of employees: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 27,896,800
Total Number of Clients: 129
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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BEATON MANAGEMENT CO INC

ownership team - last updated 2020-03-31
Name Title Start Date Direct/Indirect % Ownership

BEATON MANAGEMENT CO INC

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
BEATON, TERRENCE, ARTHUR PRESIDENT / CHIEF COMPLIANCE OFFICER 01/01/1990 Direct 75% or more
Fund Name Position direct/indirect start date end date
BEATON MANAGEMENT CO INC PRESIDENT / CHIEF COMPLIANCE OFFICER direct 1990-01-01
BEATON MANAGEMENT CO INC PRESIDENT direct 1990-01-01 2005-03-31
MANNING, LISA, ANNE DIRECTOR 01/01/1990 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEATON MANAGEMENT CO INC DIRECTOR direct 1990-01-01
BEATON, THOMAS, DANIEL DIRECTOR 01/01/1990 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEATON MANAGEMENT CO INC DIRECTOR direct 1990-01-01

BEATON MANAGEMENT CO INC

ownership team - last updated 2017-03-30
Name Title Start Date Direct/Indirect % Ownership
BEATON, TERRENCE, ARTHUR PRESIDENT / CHIEF COMPLIANCE OFFICER 01/01/1990 Direct 75% or more
Fund Name Position direct/indirect start date end date
BEATON MANAGEMENT CO INC PRESIDENT / CHIEF COMPLIANCE OFFICER direct 1990-01-01
BEATON MANAGEMENT CO INC PRESIDENT direct 1990-01-01 2005-03-31
MANNING, LISA, ANNE DIRECTOR 01/01/1990 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEATON MANAGEMENT CO INC DIRECTOR direct 1990-01-01
BEATON, THOMAS, DANIEL DIRECTOR 01/01/1990 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEATON MANAGEMENT CO INC DIRECTOR direct 1990-01-01

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