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
$854M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$67.1M
2
+$34.4M
3
+$31.2M
4
AMZN icon
Amazon
AMZN
+$29.6M
5
MSFT icon
Microsoft
MSFT
+$25.9M

Top Sells

1
+$64.1M
2
+$43.2M
3
+$37.6M
4
ETSY icon
Etsy
ETSY
+$36.8M
5
TTD icon
Trade Desk
TTD
+$32.7M

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%
10
-93,370
52
$3K ﹤0.01%
10
53
$2K ﹤0.01%
10
-216,210
54
$2K ﹤0.01%
10
-184,040
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
$2K ﹤0.01%
10
-153,770
61
$2K ﹤0.01%
10
62
$2K ﹤0.01%
10
63
$2K ﹤0.01%
10
64
$2K ﹤0.01%
10
65
$2K ﹤0.01%
10
66
$2K ﹤0.01%
10
67
$2K ﹤0.01%
10
68
$1K ﹤0.01%
10
69
$1K ﹤0.01%
10
-375,940
70
$1K ﹤0.01%
10
71
$1K ﹤0.01%
10
72
$1K ﹤0.01%
10
-307,120
73
$1K ﹤0.01%
10
-641,160
74
$1K ﹤0.01%
10
75
$1K ﹤0.01%
+10
1 2
3
4