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
$941M
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$45.7M
3
+$44.1M
4
SNAP icon
Snap
SNAP
+$38.2M
5
OKTA icon
Okta
OKTA
+$37.9M

Top Sells

1
+$65.1M
2
+$47.3M
3
+$44.2M
4
NVDA icon
NVIDIA
NVDA
+$36.3M
5
ADBE icon
Adobe
ADBE
+$27.5M

Sector Composition

1 Technology 56.85%
2 Consumer Discretionary 18.61%
3 Communication Services 15.68%
4 Consumer Staples 4.68%
5 Financials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.4M 1.53%
179,300
-236,700
27
$13.6M 1.44%
40,060
+40,050
28
$9.44M 1%
198,500
-479,700
29
$9.42M 1%
56,660
+56,650
30
$33K ﹤0.01%
200
-267,800
31
$18K ﹤0.01%
200
32
$17K ﹤0.01%
10
33
$5K ﹤0.01%
10
-54,980
34
$5K ﹤0.01%
10
35
$5K ﹤0.01%
100
36
$5K ﹤0.01%
10
37
$5K ﹤0.01%
400
-2,902,800
38
$4K ﹤0.01%
10
-162,680
39
$4K ﹤0.01%
10
40
$4K ﹤0.01%
10
41
$3K ﹤0.01%
10
42
$3K ﹤0.01%
10
43
$3K ﹤0.01%
10
44
$3K ﹤0.01%
10
45
$3K ﹤0.01%
10
-74,590
46
$3K ﹤0.01%
10
47
$2K ﹤0.01%
10
-49,850
48
$2K ﹤0.01%
+10
49
$2K ﹤0.01%
10
-86,430
50
$2K ﹤0.01%
10
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2
3 4