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
$748M
AUM Growth
+$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$39M
3
+$32.9M
4
AMAT icon
Applied Materials
AMAT
+$31.6M
5
GTM
ZoomInfo Technologies
GTM
+$31.5M

Top Sells

1
+$57.3M
2
+$28.7M
3
+$28M
4
SNAP icon
Snap
SNAP
+$27.2M
5
XYZ
Block Inc
XYZ
+$27M

Sector Composition

1 Technology 71.07%
2 Consumer Discretionary 14.54%
3 Financials 7.22%
4 Communication Services 4.83%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2K ﹤0.01%
10
52
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10
53
$2K ﹤0.01%
10
54
$2K ﹤0.01%
10
-38,890
55
$2K ﹤0.01%
10
56
$2K ﹤0.01%
+10
57
$2K ﹤0.01%
10
58
$2K ﹤0.01%
10
-47,760
59
$2K ﹤0.01%
10
-191,870
60
$2K ﹤0.01%
10
61
$2K ﹤0.01%
10
62
$2K ﹤0.01%
10
63
$2K ﹤0.01%
10
-124,730
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
-378,670
69
$1K ﹤0.01%
+10
70
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+10
71
$1K ﹤0.01%
10
72
$1K ﹤0.01%
10
73
$1K ﹤0.01%
+10
74
$1K ﹤0.01%
10
75
$1K ﹤0.01%
10
1 2
3
4