BCH

Berkshire Capital Holdings Portfolio holdings

AUM $302M
1-Year Est. Return 100.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+100.62%
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
+$11.3M
2
+$6.79M
3
+$6.74M
4
PANW icon
Palo Alto Networks
PANW
+$6.2M
5
RNG icon
RingCentral
RNG
+$5.6M

Top Sells

1
+$8.77M
2
+$5.54M
3
+$5.53M
4
RHT
Red Hat Inc
RHT
+$5.48M
5
BABA icon
Alibaba
BABA
+$5.27M

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%
80
28
$1K ﹤0.01%
10
-36,650
29
– –
-99,710
30
– –
-272,000
31
$0 ﹤0.01%
5
32
– –
-36,620
1
2