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
$707M
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$29.5M
3
+$25.2M
4
MRVL icon
Marvell Technology
MRVL
+$24.9M
5
ZG icon
Zillow
ZG
+$24.5M

Top Sells

1
+$45.6M
2
+$45.5M
3
+$24.9M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$24.2M
5
ZM icon
Zoom
ZM
+$24.1M

Sector Composition

1 Technology 47%
2 Consumer Discretionary 26.86%
3 Financials 12.65%
4 Communication Services 7.57%
5 Healthcare 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2K ﹤0.01%
10
52
$2K ﹤0.01%
10
-93,840
53
$2K ﹤0.01%
10
54
$1K ﹤0.01%
10
55
$1K ﹤0.01%
10
56
$1K ﹤0.01%
10
57
$1K ﹤0.01%
10
58
$1K ﹤0.01%
+10
59
$1K ﹤0.01%
10
60
$1K ﹤0.01%
10
-185,420
61
$1K ﹤0.01%
+10
62
$1K ﹤0.01%
10
63
$1K ﹤0.01%
10
64
$1K ﹤0.01%
10
65
$1K ﹤0.01%
10
66
$1K ﹤0.01%
+10
67
– –
-10
68
$0 ﹤0.01%
10
69
$0 ﹤0.01%
1
70
$0 ﹤0.01%
13
1 2
3