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
$236M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$14M
3
+$13M
4
SHOP icon
Shopify
SHOP
+$11.7M
5
UBER icon
Uber
UBER
+$11.6M

Top Sells

1
+$16.7M
2
+$14.6M
3
+$14.5M
4
TTD icon
Trade Desk
TTD
+$13.8M
5
AAPL icon
Apple
AAPL
+$13.4M

Sector Composition

1 Technology 61.61%
2 Consumer Discretionary 18.58%
3 Communication Services 14.27%
4 Industrials 5.53%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.16K ﹤0.01%
100
-113,700
27
$7.74K ﹤0.01%
10
28
$7.09K ﹤0.01%
10
29
$6.21K ﹤0.01%
10
30
$5.32K ﹤0.01%
10
31
$5.18K ﹤0.01%
10
32
$5.06K ﹤0.01%
+10
33
$4.88K ﹤0.01%
10
34
$4.3K ﹤0.01%
10
-27,140
35
$4.16K ﹤0.01%
100
36
$4K ﹤0.01%
+10
37
$3.42K ﹤0.01%
20
38
$2.92K ﹤0.01%
10
39
$2.81K ﹤0.01%
10
-26,030
40
$2.71K ﹤0.01%
10
41
$2.7K ﹤0.01%
10
42
$2.46K ﹤0.01%
10
43
$2.33K ﹤0.01%
10
-57,620
44
$2.02K ﹤0.01%
10
45
$1.86K ﹤0.01%
10
-89,640
46
$1.78K ﹤0.01%
10
47
$1.71K ﹤0.01%
10
48
$1.7K ﹤0.01%
+10
49
$1.7K ﹤0.01%
10
50
$1.66K ﹤0.01%
10
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2
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