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
$551M
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$24.7M
3
+$22.1M
4
TWLO icon
Twilio
TWLO
+$20.6M
5
COUP
Coupa Software Incorporated
COUP
+$19.2M

Top Sells

1
+$52.1M
2
+$29.1M
3
+$20.4M
4
MA icon
Mastercard
MA
+$20M
5
INTC icon
Intel
INTC
+$18.5M

Sector Composition

1 Technology 60.11%
2 Consumer Discretionary 26.55%
3 Communication Services 6.29%
4 Financials 3.04%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4K ﹤0.01%
10
27
$4K ﹤0.01%
+40
28
$4K ﹤0.01%
10
29
$3K ﹤0.01%
100
-968,600
30
$3K ﹤0.01%
10
-66,630
31
$3K ﹤0.01%
10
-60,910
32
$3K ﹤0.01%
+10
33
$2K ﹤0.01%
10
34
$2K ﹤0.01%
10
35
$2K ﹤0.01%
+10
36
$2K ﹤0.01%
10
37
$2K ﹤0.01%
10
38
$2K ﹤0.01%
10
39
$2K ﹤0.01%
10
-102,200
40
$2K ﹤0.01%
10
41
$2K ﹤0.01%
10
42
$2K ﹤0.01%
+10
43
$1K ﹤0.01%
10
-68,700
44
$1K ﹤0.01%
10
-521,140
45
$1K ﹤0.01%
10
-185,220
46
$1K ﹤0.01%
10
47
$1K ﹤0.01%
10
48
$1K ﹤0.01%
10
-23,660
49
$1K ﹤0.01%
10
50
$1K ﹤0.01%
10
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