BCH

Berkshire Capital Holdings Portfolio holdings

AUM $277M
1-Year Est. Return 190.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+190.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$854M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$30.3M
3
+$28.8M
4
AMZN icon
Amazon
AMZN
+$28.6M
5
MSFT icon
Microsoft
MSFT
+$24.3M

Top Sells

1
+$50.4M
2
+$35.8M
3
+$34.1M
4
BILL icon
BILL Holdings
BILL
+$33.9M
5
DKNG icon
DraftKings
DKNG
+$33.8M

Sector Composition

1 Technology 47.31%
2 Consumer Discretionary 21.76%
3 Communication Services 21.15%
4 Financials 7.72%
5 Healthcare 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3K ﹤0.01%
20
-71,740
52
$3K ﹤0.01%
50
-367,200
53
$2K ﹤0.01%
10
54
$2K ﹤0.01%
10
55
$2K ﹤0.01%
10
56
$2K ﹤0.01%
10
57
$2K ﹤0.01%
10
58
$2K ﹤0.01%
10
-184,040
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
-153,770
64
$2K ﹤0.01%
10
-216,210
65
$2K ﹤0.01%
10
66
$2K ﹤0.01%
10
67
$2K ﹤0.01%
10
68
$1K ﹤0.01%
10
-375,940
69
$1K ﹤0.01%
10
-275,340
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
-64,550
75
$1K ﹤0.01%
10
-196,740
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3
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