BCH

Berkshire Capital Holdings Portfolio holdings

AUM $329M
1-Year Est. Return 192.11%
This Quarter Est. Return
1 Year Est. Return
+192.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
-$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$10.4M
3
+$7.91M
4
NIO icon
NIO
NIO
+$7.37M
5
OKTA icon
Okta
OKTA
+$6.55M

Top Sells

1
+$53.5M
2
+$18.1M
3
+$17.6M
4
TSLA icon
Tesla
TSLA
+$15.8M
5
NVDA icon
NVIDIA
NVDA
+$14.3M

Sector Composition

1 Technology 69.7%
2 Consumer Discretionary 20.58%
3 Communication Services 2.49%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1K ﹤0.01%
10
-40,180
52
$1K ﹤0.01%
10
53
$1K ﹤0.01%
+10
54
$1K ﹤0.01%
10
-117,570
55
$1K ﹤0.01%
10
56
$1K ﹤0.01%
10
57
$1K ﹤0.01%
10
-109,090
58
$1K ﹤0.01%
10
59
$1K ﹤0.01%
10
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
69
$1K ﹤0.01%
10
70
$1K ﹤0.01%
10
-79,710
71
$1K ﹤0.01%
10
-90
72
$1K ﹤0.01%
10
-534,530
73
$1K ﹤0.01%
10
74
$1K ﹤0.01%
10
75
$1K ﹤0.01%
10
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3
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