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
$249M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$11.9M
3
+$9.96M
4
RBLX icon
Roblox
RBLX
+$8.74M
5
DKNG icon
DraftKings
DKNG
+$8.72M

Top Sells

1
+$23.2M
2
+$12.1M
3
+$9.62M
4
ROKU icon
Roku
ROKU
+$7.86M
5
OKTA icon
Okta
OKTA
+$7.24M

Sector Composition

1 Technology 59.53%
2 Consumer Discretionary 23.63%
3 Communication Services 10.27%
4 Consumer Staples 2.01%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1K ﹤0.01%
100
52
$1K ﹤0.01%
10
-72,400
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
-78,590
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
-121,100
64
$1K ﹤0.01%
10
-96,200
65
$1K ﹤0.01%
10
66
$0 ﹤0.01%
10
67
$0 ﹤0.01%
10
68
$0 ﹤0.01%
10
69
$0 ﹤0.01%
10
70
$0 ﹤0.01%
10
71
$0 ﹤0.01%
10
72
$0 ﹤0.01%
10
73
$0 ﹤0.01%
10
74
$0 ﹤0.01%
10
75
$0 ﹤0.01%
10
-339,410
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