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BCM

Berbice Capital Management Portfolio holdings

AUM $153M
1-Year Est. Return 37.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$935K
3
+$517K
4
AMZN icon
Amazon
AMZN
+$514K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$355K

Top Sells

1
+$1.53M
2
+$1.03M
3
+$574K
4
AMD icon
Advanced Micro Devices
AMD
+$556K
5
AAPL icon
Apple
AAPL
+$445K

Sector Composition

1 Technology 46.27%
2 Communication Services 17.07%
3 Financials 9.83%
4 Consumer Discretionary 9.81%
5 Consumer Staples 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
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