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
$260M
AUM Growth
-$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$10.4M
3
+$7.91M
4
NIO icon
NIO
NIO
+$7.37M
5
OKTA icon
Okta
OKTA
+$6.55M

Top Sells

1
+$53.5M
2
+$18.1M
3
+$17.6M
4
TSLA icon
Tesla
TSLA
+$15.8M
5
NVDA icon
NVIDIA
NVDA
+$14.3M

Sector Composition

1 Technology 69.7%
2 Consumer Discretionary 20.58%
3 Communication Services 2.49%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4K ﹤0.01%
10
27
$4K ﹤0.01%
10
28
$3K ﹤0.01%
50
29
$3K ﹤0.01%
10
30
$3K ﹤0.01%
10
31
$3K ﹤0.01%
10
32
$3K ﹤0.01%
10
33
$2K ﹤0.01%
10
34
$2K ﹤0.01%
10
-87,900
35
$2K ﹤0.01%
10
36
$2K ﹤0.01%
100
-713,700
37
$2K ﹤0.01%
10
38
$2K ﹤0.01%
20
39
$2K ﹤0.01%
10
40
$1K ﹤0.01%
10
41
$1K ﹤0.01%
10
42
$1K ﹤0.01%
10
43
$1K ﹤0.01%
40
44
$1K ﹤0.01%
10
45
$1K ﹤0.01%
10
46
$1K ﹤0.01%
+30
47
$1K ﹤0.01%
10
48
$1K ﹤0.01%
10
-40,180
49
$1K ﹤0.01%
10
50
$1K ﹤0.01%
+10
1
2
3 4