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
$301M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$20.9M
3
+$16.8M
4
AMAT icon
Applied Materials
AMAT
+$16.4M
5
MRVL icon
Marvell Technology
MRVL
+$15M

Top Sells

1
+$19.3M
2
+$16.4M
3
+$15.2M
4
PAYC icon
Paycom
PAYC
+$13.5M
5
ANET icon
Arista Networks
ANET
+$10.7M

Sector Composition

1 Technology 64.51%
2 Financials 14.41%
3 Consumer Discretionary 9.2%
4 Healthcare 7.37%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1K ﹤0.01%
10
-64,270
27
$1.89K ﹤0.01%
10
28
$1.78K ﹤0.01%
10
-108,170
29
$1.7K ﹤0.01%
10
-55,110
30
$1.25K ﹤0.01%
10
-67,680
31
$1.21K ﹤0.01%
10
32
$1.19K ﹤0.01%
20
-112,400
33
$1.04K ﹤0.01%
10
-74,820
34
$1.02K ﹤0.01%
10
-63,960
35
$998 ﹤0.01%
10
36
$985 ﹤0.01%
10
37
$763 ﹤0.01%
10
38
$729 ﹤0.01%
10
-99,340
39
$714 ﹤0.01%
10
40
$661 ﹤0.01%
10
-107,000
41
$620 ﹤0.01%
10
-159,160
42
$429 ﹤0.01%
+10
43
$300 ﹤0.01%
10
-203,190
44
$290 ﹤0.01%
10
-190,680
45
– –
-100
46
– –
-10
47
– –
-60
48
– –
-10
49
– –
-40,000
1
2