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
$314M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$18.6M
2 +$16.2M
3 +$15.9M
4
ADBE icon
Adobe
ADBE
+$15.3M
5
FI icon
Fiserv
FI
+$14.2M

Top Sells

1 +$34.6M
2 +$20.7M
3 +$15.8M
4
TWTR
Twitter, Inc.
TWTR
+$13.5M
5
PODD icon
Insulet
PODD
+$12.3M

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