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
$204M
AUM Growth
-$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$8.9M
2
+$7.96M
3
+$7.28M
4
DASH icon
DoorDash
DASH
+$6.14M
5
APP icon
Applovin
APP
+$6.09M

Top Sells

1
+$12.4M
2
+$8.4M
3
+$7.74M
4
MSTR icon
Strategy Inc
MSTR
+$7.2M
5
SPOT icon
Spotify
SPOT
+$6.9M

Sector Composition

1 Technology 54.55%
2 Consumer Discretionary 26.48%
3 Communication Services 10.02%
4 Financials 2.51%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$869 ﹤0.01%
10
52
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53
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54
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10
55
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10
56
$587 ﹤0.01%
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57
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$541 ﹤0.01%
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60
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61
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62
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10
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$381 ﹤0.01%
10
67
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10
68
$314 ﹤0.01%
10
69
$290 ﹤0.01%
10
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71
$255 ﹤0.01%
10
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10
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$228 ﹤0.01%
10
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$192 ﹤0.01%
10
75
$183 ﹤0.01%
10
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4