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
$293M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$19.5M
3
+$17.5M
4
PAYC icon
Paycom
PAYC
+$14.6M
5
BABA icon
Alibaba
BABA
+$13.4M

Top Sells

1
+$14.3M
2
+$12.9M
3
+$10.3M
4
AAPL icon
Apple
AAPL
+$9.64M
5
CYBR icon
CyberArk
CYBR
+$9.58M

Sector Composition

1 Technology 59.06%
2 Communication Services 13.14%
3 Consumer Discretionary 10.49%
4 Financials 9.57%
5 Healthcare 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.51%
+40,000
27
$5K ﹤0.01%
100
-100
28
$3K ﹤0.01%
+100
29
$2K ﹤0.01%
40
-192,800
30
$2K ﹤0.01%
10
31
$2K ﹤0.01%
10
-71,330
32
$2K ﹤0.01%
+100
33
$2K ﹤0.01%
60
-268,080
34
$2K ﹤0.01%
10
35
$1K ﹤0.01%
+10
36
$1K ﹤0.01%
10
-95,800
37
$1K ﹤0.01%
+100
38
$1K ﹤0.01%
+10
39
$1K ﹤0.01%
10
40
$1K ﹤0.01%
+10
41
$1K ﹤0.01%
10
-103,180
42
$1K ﹤0.01%
10
-129,160
43
– –
-150
44
– –
-100
45
– –
-10
46
$0 ﹤0.01%
10
47
– –
-59,460
48
– –
-10
1
2