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
$232M
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.3M
3
+$11M
4
MDB icon
MongoDB
MDB
+$10.5M
5
TEAM icon
Atlassian
TEAM
+$10M

Top Sells

1
+$16.1M
2
+$9.34M
3
+$8.72M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.24M
5
XYZ
Block Inc
XYZ
+$7.84M

Sector Composition

1 Technology 78.64%
2 Consumer Discretionary 9.82%
3 Communication Services 4.8%
4 Healthcare 3.49%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2K ﹤0.01%
+10
27
$2K ﹤0.01%
100
-325,900
28
$2K ﹤0.01%
10
-46,700
29
$1K ﹤0.01%
+10
30
$1K ﹤0.01%
10
-87,230
31
$1K ﹤0.01%
+10
32
$1K ﹤0.01%
10
-78,420
33
$1K ﹤0.01%
+10
34
$1K ﹤0.01%
10
-61,160
35
$0 ﹤0.01%
10
36
$0 ﹤0.01%
+10
37
– –
-15,420
38
– –
-28,320
39
$0 ﹤0.01%
10
1
2