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
$551M
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$19.9M
3
+$18M
4
TWLO icon
Twilio
TWLO
+$15.1M
5
ADBE icon
Adobe
ADBE
+$14.5M

Top Sells

1
+$27.6M
2
+$26.4M
3
+$19.5M
4
MA icon
Mastercard
MA
+$18.8M
5
OKTA icon
Okta
OKTA
+$17.4M

Sector Composition

1 Technology 60.11%
2 Consumer Discretionary 26.55%
3 Communication Services 6.29%
4 Financials 3.04%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1K ﹤0.01%
10
52
$1K ﹤0.01%
10
53
$1K ﹤0.01%
10
54
$1K ﹤0.01%
10
-43,150
55
$1K ﹤0.01%
10
-176,460
56
$0 ﹤0.01%
+10
57
– –
-10
58
$0 ﹤0.01%
10
59
$0 ﹤0.01%
10
-580,150
60
$0 ﹤0.01%
+1
61
$0 ﹤0.01%
13
1 2
3