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
$876M
AUM Growth
-$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$41.5M
3
+$38.5M
4
HUBS icon
HubSpot
HUBS
+$35.3M
5
BILL icon
BILL Holdings
BILL
+$32.4M

Top Sells

1
+$68.7M
2
+$54M
3
+$43.8M
4
NOW icon
ServiceNow
NOW
+$43.4M
5
ZS icon
Zscaler
ZS
+$37.5M

Sector Composition

1 Technology 42.21%
2 Consumer Discretionary 35.34%
3 Communication Services 9.44%
4 Financials 5.51%
5 Consumer Staples 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.6M 1.9%
+443,230
27
$13.8M 1.57%
+413,800
28
$9.18M 1.05%
+64,560
29
$8.74M 1%
71,760
+71,740
30
$31K ﹤0.01%
200
31
$21K ﹤0.01%
200
32
$15K ﹤0.01%
10
33
$7K ﹤0.01%
+100
34
$6K ﹤0.01%
10
35
$6K ﹤0.01%
100
36
$5K ﹤0.01%
10
37
$5K ﹤0.01%
100
38
$5K ﹤0.01%
50
-411,100
39
$4K ﹤0.01%
10
40
$4K ﹤0.01%
10
-42,330
41
$3K ﹤0.01%
10
42
$3K ﹤0.01%
10
43
$3K ﹤0.01%
10
44
$3K ﹤0.01%
10
-73,320
45
$3K ﹤0.01%
10
-137,760
46
$3K ﹤0.01%
10
47
$3K ﹤0.01%
10
48
$3K ﹤0.01%
10
49
$3K ﹤0.01%
10
-109,020
50
$2K ﹤0.01%
10
1
2
3 4