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
$745M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$37.9M
2 +$37.7M
3 +$32.4M
4
TEAM icon
Atlassian
TEAM
+$29.8M
5
ABNB icon
Airbnb
ABNB
+$26.7M

Top Sells

1 +$50.3M
2 +$49.8M
3 +$33.2M
4
NVDA icon
NVIDIA
NVDA
+$32.3M
5
ROKU icon
Roku
ROKU
+$30.8M

Sector Composition

1 Technology 53.01%
2 Consumer Discretionary 25.96%
3 Communication Services 9.79%
4 Healthcare 6.35%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2K ﹤0.01%
10
52
$2K ﹤0.01%
100
-1,613,100
53
$2K ﹤0.01%
10
54
$2K ﹤0.01%
10
55
$2K ﹤0.01%
10
-59,440
56
$2K ﹤0.01%
10
-113,380
57
$2K ﹤0.01%
10
58
$1K ﹤0.01%
10
59
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10
60
$1K ﹤0.01%
10
61
$1K ﹤0.01%
10
62
$1K ﹤0.01%
10
-209,400
63
$1K ﹤0.01%
10
-56,910
64
$1K ﹤0.01%
+10
65
$1K ﹤0.01%
+10
66
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10
67
$1K ﹤0.01%
10
68
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+10
69
$1K ﹤0.01%
10
70
$1K ﹤0.01%
10
71
$1K ﹤0.01%
10
-285,020
72
$1K ﹤0.01%
10
-170,350
73
$1K ﹤0.01%
10
74
$1K ﹤0.01%
10
75
$1K ﹤0.01%
10