BCH

Berkshire Capital Holdings Portfolio holdings

AUM $286M
1-Year Est. Return 162.47%
This Quarter Est. Return
1 Year Est. Return
+162.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$7.59M
3
+$7.58M
4
PANW icon
Palo Alto Networks
PANW
+$6.37M
5
RNG icon
RingCentral
RNG
+$5.5M

Top Sells

1
+$10.1M
2
+$8.52M
3
+$5.54M
4
LRCX icon
Lam Research
LRCX
+$5.53M
5
RHT
Red Hat Inc
RHT
+$5.48M

Sector Composition

1 Technology 50.51%
2 Communication Services 25.34%
3 Consumer Discretionary 22.13%
4 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1K ﹤0.01%
10
-85,200
27
$1K ﹤0.01%
40
28
$1K ﹤0.01%
10
-36,650
29
– –
-99,710
30
– –
-272,000
31
$0 ﹤0.01%
5
32
– –
-36,620
1
2