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
$941M
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$49.8M
2
+$38.8M
3
+$36.1M
4
OKTA icon
Okta
OKTA
+$35.4M
5
SNAP icon
Snap
SNAP
+$31.7M

Top Sells

1
+$54.1M
2
+$42.7M
3
+$38.9M
4
QCOM icon
Qualcomm
QCOM
+$32.9M
5
ADBE icon
Adobe
ADBE
+$26.6M

Sector Composition

1 Technology 56.85%
2 Consumer Discretionary 18.61%
3 Communication Services 15.68%
4 Consumer Staples 4.68%
5 Financials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2K ﹤0.01%
10
52
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+10
53
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10
-236,340
54
$2K ﹤0.01%
20
55
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10
56
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10
57
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10
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10
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$2K ﹤0.01%
+10
60
$1K ﹤0.01%
10
61
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10
62
$1K ﹤0.01%
+10
63
$1K ﹤0.01%
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10
65
$1K ﹤0.01%
10
66
$1K ﹤0.01%
10
67
$1K ﹤0.01%
10
68
$1K ﹤0.01%
10
69
$1K ﹤0.01%
10
70
$1K ﹤0.01%
10
-259,190
71
$1K ﹤0.01%
+10
72
– –
-10
73
– –
-40
74
– –
-10
75
$0 ﹤0.01%
+10
1 2
3
4