BCH
Berkshire Capital Holdings Portfolio holdings
AUM $286M
1-Year Return
162.47%
This Quarter Return
-2.5%
1 Year Return
+162.47%
3 Year Return
+1,213.01%
5 Year Return
+2,838.99%
10 Year Return
–
AUM
$337M
AUM Growth
+$23.4M
(+7.5%)
Cap. Flow
+$27.5M
Cap. Flow
% of AUM
8.17%
Top 10 Holdings %
Top 10 Hldgs %
65.03%
Holding
57
New
9
Increased
13
Reduced
15
Closed
8
Top Buys
| 1 |
Amazon
AMZN
|
+$27.1M |
| 2 |
Tesla
TSLA
|
+$17M |
| 3 |
Netflix
NFLX
|
+$16.5M |
| 4 |
Skyworks Solutions
SWKS
|
+$15.8M |
| 5 |
PayPal
PYPL
|
+$12.8M |
Top Sells
| 1 |
ServiceNow
NOW
|
+$17.2M |
| 2 |
Adobe
ADBE
|
+$15.3M |
| 3 |
Applied Materials
AMAT
|
+$15.2M |
| 4 |
RingCentral
RNG
|
+$14.4M |
| 5 |
Fiserv
FI
|
+$12.3M |
Sector Composition
| 1 | Technology | 70.34% |
| 2 | Consumer Discretionary | 13.11% |
| 3 | Financials | 8.57% |
| 4 | Communication Services | 6.96% |
| 5 | Industrials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Micron Technology
MU
$179B
| $0 | ﹤0.01% |
10
| – | – |
|
52
Insulet
PODD
$22.7B
| – | – |
-10
| Closed | -$2K |
|
53
TSMC
TSM
$1.36T
| $0 | ﹤0.01% |
10
| – | – |
|
54
Veeva Systems
VEEV
$45B
| – | – |
-10
| Closed | -$2K |
|
55
Workday
WDAY
$62.7B
| – | – |
-10
| Closed | -$2K |
|
56
Western Digital
WDC
$35B
| $0 | ﹤0.01% |
+13
| New | – |
|