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
$490M
AUM Growth
-$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$25.1M
3
+$19.3M
4
BILL icon
BILL Holdings
BILL
+$17.1M
5
TWLO icon
Twilio
TWLO
+$15.8M

Top Sells

1
+$43.1M
2
+$32M
3
+$31.1M
4
AMAT icon
Applied Materials
AMAT
+$30M
5
GTM
ZoomInfo Technologies
GTM
+$25.2M

Sector Composition

1 Technology 61.38%
2 Consumer Discretionary 25.79%
3 Financials 5.39%
4 Communication Services 3.94%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28K 0.01%
200
27
$7K ﹤0.01%
10
28
$7K ﹤0.01%
100
-54,200
29
$6K ﹤0.01%
100
30
$6K ﹤0.01%
50
31
$5K ﹤0.01%
10
32
$5K ﹤0.01%
10
33
$5K ﹤0.01%
100
-243,800
34
$4K ﹤0.01%
+10
35
$4K ﹤0.01%
100
36
$4K ﹤0.01%
10
37
$3K ﹤0.01%
50
-500,400
38
$3K ﹤0.01%
10
39
$3K ﹤0.01%
10
40
$3K ﹤0.01%
20
41
$3K ﹤0.01%
10
42
$2K ﹤0.01%
10
43
$2K ﹤0.01%
10
44
$2K ﹤0.01%
+10
45
$2K ﹤0.01%
10
46
$2K ﹤0.01%
10
47
$2K ﹤0.01%
10
48
$2K ﹤0.01%
10
49
$2K ﹤0.01%
10
50
$2K ﹤0.01%
10
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