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
$490M
AUM Growth
-$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$28.8M
3
+$19.2M
4
BILL icon
BILL Holdings
BILL
+$18.6M
5
ENPH icon
Enphase Energy
ENPH
+$17.7M

Top Sells

1
+$59.8M
2
+$47M
3
+$32.9M
4
FTNT icon
Fortinet
FTNT
+$30M
5
ANET icon
Arista Networks
ANET
+$25.3M

Sector Composition

1 Technology 61.38%
2 Consumer Discretionary 25.79%
3 Financials 5.39%
4 Communication Services 3.94%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1K ﹤0.01%
10
-217,990
52
$1K ﹤0.01%
10
53
$1K ﹤0.01%
10
54
$1K ﹤0.01%
40
-1,013,000
55
$1K ﹤0.01%
+10
56
$1K ﹤0.01%
10
57
$1K ﹤0.01%
10
58
$1K ﹤0.01%
10
59
$1K ﹤0.01%
10
60
$1K ﹤0.01%
10
-598,150
61
$1K ﹤0.01%
10
-328,920
62
$1K ﹤0.01%
10
63
$1K ﹤0.01%
10
64
$1K ﹤0.01%
10
65
$1K ﹤0.01%
10
66
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10
67
$1K ﹤0.01%
10
68
$1K ﹤0.01%
10
69
$1K ﹤0.01%
10
70
$1K ﹤0.01%
10
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71
$1K ﹤0.01%
10
-157,350
72
$1K ﹤0.01%
+10
73
$1K ﹤0.01%
10
-470,500
74
$1K ﹤0.01%
10
75
$0 ﹤0.01%
+10
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3
4