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

Top Buys

1
+$26.8M
2
+$25.1M
3
+$19.3M
4
BILL icon
BILL Holdings
BILL
+$17.1M
5
TWLO icon
Twilio
TWLO
+$15.8M

Top Sells

1
+$43.1M
2
+$32M
3
+$31.1M
4
AMAT icon
Applied Materials
AMAT
+$30M
5
GTM
ZoomInfo Technologies
GTM
+$25.2M

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
52
$1K ﹤0.01%
40
-1,013,000
53
$1K ﹤0.01%
+10
54
$1K ﹤0.01%
10
55
$1K ﹤0.01%
10
56
$1K ﹤0.01%
10
57
$1K ﹤0.01%
10
58
$1K ﹤0.01%
10
-598,150
59
$1K ﹤0.01%
10
-328,920
60
$1K ﹤0.01%
10
61
$1K ﹤0.01%
10
62
$1K ﹤0.01%
10
63
$1K ﹤0.01%
10
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
-225,190
69
$1K ﹤0.01%
10
-157,350
70
$1K ﹤0.01%
+10
71
$1K ﹤0.01%
10
-470,500
72
$1K ﹤0.01%
10
73
$1K ﹤0.01%
10
-217,990
74
$1K ﹤0.01%
10
75
$0 ﹤0.01%
+10
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3
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