BCH
Berkshire Capital Holdings Portfolio holdings
AUM
$286M
1-Year Return
162.47%
This Quarter Return
-34.5%
1 Year Return
+162.47%
3 Year Return
+1,213.01%
5 Year Return
+2,838.99%
10 Year Return
–
AUM
$260M
AUM Growth
-$230M
(-47%)
Cap. Flow
-$98M
Cap. Flow
% of AUM
-37.68%
Top 10 Holdings %
Top 10 Hldgs %
65.09%
Holding
96
New
4
Increased
15
Reduced
16
Closed
9
Top Buys
| 1 |
Snowflake
SNOW
|
+$11.9M |
| 2 |
Zoom
ZM
|
+$10.4M |
| 3 |
ServiceNow
NOW
|
+$7.91M |
| 4 |
NIO
NIO
|
+$7.37M |
| 5 |
Okta
OKTA
|
+$6.55M |
Top Sells
| 1 |
Snap
SNAP
|
+$53.5M |
| 2 |
Palo Alto Networks
PANW
|
+$18.1M |
| 3 |
Enphase Energy
ENPH
|
+$17.6M |
| 4 |
Tesla
TSLA
|
+$15.8M |
| 5 |
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% |
