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
$204M
AUM Growth
-$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$8.9M
2
+$7.96M
3
+$7.28M
4
DASH icon
DoorDash
DASH
+$6.14M
5
APP icon
Applovin
APP
+$6.09M

Top Sells

1
+$12.4M
2
+$8.4M
3
+$7.74M
4
MSTR icon
Strategy Inc
MSTR
+$7.2M
5
SPOT icon
Spotify
SPOT
+$6.9M

Sector Composition

1 Technology 54.55%
2 Consumer Discretionary 26.48%
3 Communication Services 10.02%
4 Financials 2.51%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.59K ﹤0.01%
10
27
$3.78K ﹤0.01%
10
-22,240
28
$3.58K ﹤0.01%
10
29
$3.28K ﹤0.01%
100
-219,400
30
$3.16K ﹤0.01%
10
31
$3K ﹤0.01%
10
-41,470
32
$2.9K ﹤0.01%
20
33
$2.59K ﹤0.01%
10
34
$2.34K ﹤0.01%
10
35
$1.84K ﹤0.01%
40
36
$1.82K ﹤0.01%
10
37
$1.72K ﹤0.01%
30
-135,390
38
$1.71K ﹤0.01%
10
39
$1.67K ﹤0.01%
10
40
$1.64K ﹤0.01%
10
41
$1.55K ﹤0.01%
10
-44,610
42
$1.39K ﹤0.01%
10
43
$1.37K ﹤0.01%
10
44
$1.31K ﹤0.01%
10
45
$1.2K ﹤0.01%
10
46
$1.11K ﹤0.01%
10
47
$1.09K ﹤0.01%
10
-62,230
48
$1.03K ﹤0.01%
10
49
$1K ﹤0.01%
10
50
$930 ﹤0.01%
10
1
2
3 4