BCH

Berkshire Capital Holdings Portfolio holdings

AUM $302M
1-Year Est. Return 100.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+100.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$15.2M
3
+$15.1M
4
ADBE icon
Adobe
ADBE
+$15M
5
MSFT icon
Microsoft
MSFT
+$13.7M

Top Sells

1
+$34.2M
2
+$15.1M
3
+$14.8M
4
TWTR
Twitter, Inc.
TWTR
+$13.5M
5
TWLO icon
Twilio
TWLO
+$11.6M

Sector Composition

1 Technology 79.22%
2 Communication Services 9.06%
3 Industrials 5.09%
4 Financials 3.51%
5 Consumer Discretionary 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-70,630
52
– –
-28,410
53
– –
-10
54
– –
-328,220
1 2
3