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
$748M
AUM Growth
+$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$36.4M
3
+$36M
4
AMAT icon
Applied Materials
AMAT
+$34.3M
5
SI
Silvergate Capital Corporation
SI
+$33.8M

Top Sells

1
+$38.4M
2
+$37.9M
3
+$31.8M
4
XYZ
Block Inc
XYZ
+$24.9M
5
DDOG icon
Datadog
DDOG
+$21.3M

Sector Composition

1 Technology 71.07%
2 Consumer Discretionary 14.54%
3 Financials 7.22%
4 Communication Services 4.83%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.5M 1%
+361,300
27
$7.48M 1%
54,300
+54,200
28
$33K ﹤0.01%
200
29
$29K ﹤0.01%
200
30
$8K ﹤0.01%
10
31
$7K ﹤0.01%
+100
32
$6K ﹤0.01%
10
33
$6K ﹤0.01%
10
34
$6K ﹤0.01%
10
35
$6K ﹤0.01%
10
-30,400
36
$4K ﹤0.01%
10
37
$4K ﹤0.01%
10
-17,450
38
$4K ﹤0.01%
10
39
$3K ﹤0.01%
10
40
$3K ﹤0.01%
10
41
$3K ﹤0.01%
20
42
$3K ﹤0.01%
10
43
$3K ﹤0.01%
10
44
$3K ﹤0.01%
10
45
$2K ﹤0.01%
10
46
$2K ﹤0.01%
10
-159,240
47
$2K ﹤0.01%
10
48
$2K ﹤0.01%
10
-85,580
49
$2K ﹤0.01%
10
50
$2K ﹤0.01%
10
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