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

Top Buys

1
+$30M
2
+$28.8M
3
+$19.2M
4
BILL icon
BILL Holdings
BILL
+$18.6M
5
ENPH icon
Enphase Energy
ENPH
+$17.7M

Top Sells

1
+$59.8M
2
+$47M
3
+$32.9M
4
FTNT icon
Fortinet
FTNT
+$30M
5
ANET icon
Arista Networks
ANET
+$25.3M

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%
10
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%
10
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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