BCM
Berbice Capital Management Portfolio holdings
AUM
$167M
1-Year Est. Return
32.87%
This Fund
S&P 500
1 Year Est. Return
+32.87%
AUM
$167M
AUM Growth
+$4.26M
(+2.6%)
Holding
207
Top Buys
| 1 | +$705K | |
| 2 | +$704K | |
| 3 | +$702K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$561K |
| 5 |
Amazon
AMZN
|
+$469K |
Top Sells
| 1 | +$242K | |
| 2 | +$217K | |
| 3 | +$187K | |
| 4 |
Eaton
ETN
|
+$168K |
| 5 |
Oracle
ORCL
|
+$133K |
Sector Composition
| 1 | Technology | 45.9% |
| 2 | Communication Services | 19.37% |
| 3 | Consumer Discretionary | 8.97% |
| 4 | Financials | 8.38% |
| 5 | Consumer Staples | 2.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Sea Limited
SE
$56B
| – | – |
-500
|
|
||
202
Super Micro Computer
SMCI
$18.9B
| – | – |
-250
|
|
||
203
NuScale Power
SMR
$3.33B
| – | – |
-150
|
|
||
204
United Airlines
UAL
$29.9B
| – | – |
-50
|
|
||
205
Union Pacific
UNP
$155B
| – | – |
-20
|
|