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
$707M
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$29.5M
3
+$25.2M
4
MRVL icon
Marvell Technology
MRVL
+$24.9M
5
ZG icon
Zillow
ZG
+$24.5M

Top Sells

1
+$45.6M
2
+$45.5M
3
+$24.9M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$24.2M
5
ZM icon
Zoom
ZM
+$24.1M

Sector Composition

1 Technology 47%
2 Consumer Discretionary 26.86%
3 Financials 12.65%
4 Communication Services 7.57%
5 Healthcare 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14M 1.98%
120,940
-417,900
27
$15K ﹤0.01%
200
28
$11K ﹤0.01%
10
-16,120
29
$5K ﹤0.01%
100
-351,700
30
$5K ﹤0.01%
10
-75,220
31
$4K ﹤0.01%
10
32
$4K ﹤0.01%
40
33
$4K ﹤0.01%
10
-63,230
34
$3K ﹤0.01%
10
35
$3K ﹤0.01%
100
36
$3K ﹤0.01%
10
-37,780
37
$3K ﹤0.01%
10
38
$3K ﹤0.01%
10
39
$3K ﹤0.01%
10
40
$3K ﹤0.01%
10
-77,090
41
$3K ﹤0.01%
10
-90
42
$2K ﹤0.01%
20
-289,000
43
$2K ﹤0.01%
+10
44
$2K ﹤0.01%
10
45
$2K ﹤0.01%
10
-106,900
46
$2K ﹤0.01%
10
47
$2K ﹤0.01%
10
48
$2K ﹤0.01%
10
-216,540
49
$2K ﹤0.01%
10
50
$2K ﹤0.01%
10
1
2
3