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
$337M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$27.1M
2 +$17M
3 +$16.5M
4
SWKS icon
Skyworks Solutions
SWKS
+$15.8M
5
PYPL icon
PayPal
PYPL
+$12.8M

Top Sells

1 +$17.2M
2 +$15.3M
3 +$15.2M
4
RNG icon
RingCentral
RNG
+$14.4M
5
FI icon
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 Change
in Stake
Capital Flow
51
$0 ﹤0.01%
10
52
-10
53
$0 ﹤0.01%
10
54
-10
55
-10
56
$0 ﹤0.01%
+13