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
$250M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$16.9M
3
+$15.3M
4
DELL icon
Dell
DELL
+$12.2M
5
CVNA icon
Carvana
CVNA
+$12M

Top Sells

1
+$26.4M
2
+$22.7M
3
+$15.5M
4
TSLA icon
Tesla
TSLA
+$12.5M
5
HUBS icon
HubSpot
HUBS
+$11.7M

Sector Composition

1 Technology 40.95%
2 Consumer Discretionary 24.71%
3 Communication Services 20.13%
4 Financials 9.41%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.77K ﹤0.01%
+10
27
$6.5K ﹤0.01%
10
28
$6.27K ﹤0.01%
10
-18,680
29
$6.07K ﹤0.01%
10
30
$5.71K ﹤0.01%
10
31
$5.05K ﹤0.01%
10
32
$4.44K ﹤0.01%
10
33
$4.21K ﹤0.01%
10
34
$3.59K ﹤0.01%
10
35
$3.11K ﹤0.01%
10
36
$2.9K ﹤0.01%
40
37
$2.84K ﹤0.01%
20
38
$2.66K ﹤0.01%
10
39
$2.49K ﹤0.01%
30
40
$2.25K ﹤0.01%
10
41
$2.06K ﹤0.01%
10
42
$1.95K ﹤0.01%
10
43
$1.93K ﹤0.01%
10
-40,000
44
$1.8K ﹤0.01%
10
45
$1.76K ﹤0.01%
10
-70,920
46
$1.72K ﹤0.01%
10
47
$1.69K ﹤0.01%
10
48
$1.65K ﹤0.01%
10
49
$1.62K ﹤0.01%
10
-55,350
50
$1.51K ﹤0.01%
10
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