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
$854M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$67.1M
2
+$34.4M
3
+$31.2M
4
AMZN icon
Amazon
AMZN
+$29.6M
5
MSFT icon
Microsoft
MSFT
+$25.9M

Top Sells

1
+$64.1M
2
+$43.2M
3
+$37.6M
4
ETSY icon
Etsy
ETSY
+$36.8M
5
TTD icon
Trade Desk
TTD
+$32.7M

Sector Composition

1 Technology 47.31%
2 Consumer Discretionary 21.76%
3 Communication Services 21.15%
4 Financials 7.72%
5 Healthcare 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17M 2%
+67,300
27
$16.7M 1.95%
209,410
+209,400
28
$9.21M 1.08%
56,920
+56,910
29
$8.62M 1.01%
246,820
+246,810
30
$8.43M 0.99%
43,060
+43,050
31
$6.83M 0.8%
128,460
+128,450
32
$6.44M 0.75%
144,980
-363,020
33
$4.21M 0.49%
218,470
+218,460
34
$24K ﹤0.01%
200
35
$8K ﹤0.01%
100
-409,000
36
$7K ﹤0.01%
10
37
$7K ﹤0.01%
100
38
$7K ﹤0.01%
100
39
$7K ﹤0.01%
10
-30,660
40
$6K ﹤0.01%
10
41
$6K ﹤0.01%
10
42
$5K ﹤0.01%
10
43
$4K ﹤0.01%
10
44
$4K ﹤0.01%
+60
45
$4K ﹤0.01%
10
46
$4K ﹤0.01%
10
47
$3K ﹤0.01%
10
-73,440
48
$3K ﹤0.01%
20
-71,740
49
$3K ﹤0.01%
10
50
$3K ﹤0.01%
10
1
2
3 4