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
$221M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11M
3
+$9.76M
4
BILL icon
BILL Holdings
BILL
+$8.85M
5
RIVN icon
Rivian
RIVN
+$8.24M

Top Sells

1
+$16.6M
2
+$14.5M
3
+$12.6M
4
TEAM icon
Atlassian
TEAM
+$10.5M
5
UBER icon
Uber
UBER
+$8.71M

Sector Composition

1 Technology 59.28%
2 Consumer Discretionary 23.76%
3 Communication Services 10.57%
4 Financials 3.37%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.07K ﹤0.01%
10
27
$6.25K ﹤0.01%
10
28
$5.97K ﹤0.01%
10
29
$5.81K ﹤0.01%
10
30
$5.15K ﹤0.01%
+10
31
$4.87K ﹤0.01%
10
32
$4.09K ﹤0.01%
10
33
$4.09K ﹤0.01%
10
-40,620
34
$3.76K ﹤0.01%
10
35
$3.54K ﹤0.01%
10
36
$2.95K ﹤0.01%
20
-17,600
37
$2.72K ﹤0.01%
10
38
$2.55K ﹤0.01%
10
39
$2.38K ﹤0.01%
10
-44,180
40
$2.35K ﹤0.01%
40
41
$2.19K ﹤0.01%
10
42
$1.93K ﹤0.01%
10
43
$1.88K ﹤0.01%
10
44
$1.75K ﹤0.01%
10
-10
45
$1.64K ﹤0.01%
30
46
$1.62K ﹤0.01%
10
47
$1.47K ﹤0.01%
10
48
$1.45K ﹤0.01%
10
49
$1.4K ﹤0.01%
10
50
$1.36K ﹤0.01%
10
1
2
3 4