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
$876M
AUM Growth
-$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$41.5M
3
+$38.5M
4
HUBS icon
HubSpot
HUBS
+$35.3M
5
BILL icon
BILL Holdings
BILL
+$32.4M

Top Sells

1
+$68.7M
2
+$54M
3
+$43.8M
4
NOW icon
ServiceNow
NOW
+$43.4M
5
ZS icon
Zscaler
ZS
+$37.5M

Sector Composition

1 Technology 42.21%
2 Consumer Discretionary 35.34%
3 Communication Services 9.44%
4 Financials 5.51%
5 Consumer Staples 3%
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
54
$2K ﹤0.01%
10
55
$2K ﹤0.01%
10
-148,870
56
$2K ﹤0.01%
10
-72,950
57
$2K ﹤0.01%
10
-56,650
58
$2K ﹤0.01%
10
59
$2K ﹤0.01%
10
60
$2K ﹤0.01%
10
61
$2K ﹤0.01%
+10
62
$2K ﹤0.01%
10
63
$2K ﹤0.01%
10
-188,780
64
$2K ﹤0.01%
+10
65
$1K ﹤0.01%
10
-535,170
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
71
$1K ﹤0.01%
+10
72
$1K ﹤0.01%
10
73
$1K ﹤0.01%
+10
74
$1K ﹤0.01%
10
-762,120
75
$1K ﹤0.01%
10
1 2
3
4