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

Top Buys

1
+$55M
2
+$45.7M
3
+$44.1M
4
SNAP icon
Snap
SNAP
+$38.2M
5
OKTA icon
Okta
OKTA
+$37.9M

Top Sells

1
+$65.1M
2
+$47.3M
3
+$44.2M
4
NVDA icon
NVIDIA
NVDA
+$36.3M
5
ADBE icon
Adobe
ADBE
+$27.5M

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
$2K ﹤0.01%
+10
53
$2K ﹤0.01%
10
-236,340
54
$2K ﹤0.01%
20
55
$2K ﹤0.01%
10
56
$2K ﹤0.01%
10
57
$2K ﹤0.01%
10
58
$2K ﹤0.01%
10
59
$2K ﹤0.01%
+10
60
$1K ﹤0.01%
+10
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
$1K ﹤0.01%
10
68
$1K ﹤0.01%
10
-259,190
69
$1K ﹤0.01%
+10
70
$1K ﹤0.01%
10
71
$1K ﹤0.01%
10
72
– –
-10
73
– –
-40
74
– –
-10
75
$0 ﹤0.01%
+10
1 2
3
4