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
$236M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$14M
3
+$13M
4
SHOP icon
Shopify
SHOP
+$11.7M
5
UBER icon
Uber
UBER
+$11.6M

Top Sells

1
+$16.7M
2
+$14.6M
3
+$14.5M
4
TTD icon
Trade Desk
TTD
+$13.8M
5
AAPL icon
Apple
AAPL
+$13.4M

Sector Composition

1 Technology 61.61%
2 Consumer Discretionary 18.58%
3 Communication Services 14.27%
4 Industrials 5.53%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31K ﹤0.01%
10
52
$1.27K ﹤0.01%
10
53
$1.24K ﹤0.01%
10
54
$1.24K ﹤0.01%
10
55
$1.19K ﹤0.01%
10
56
$1.19K ﹤0.01%
10
-34,750
57
$1.19K ﹤0.01%
10
58
$1.15K ﹤0.01%
10
59
$1.15K ﹤0.01%
10
60
$1.1K ﹤0.01%
10
-125,830
61
$1.04K ﹤0.01%
10
-56,250
62
$889 ﹤0.01%
10
-85,810
63
$809 ﹤0.01%
10
-179,540
64
$747 ﹤0.01%
10
65
$743 ﹤0.01%
10
66
$726 ﹤0.01%
10
67
$721 ﹤0.01%
10
68
$683 ﹤0.01%
13
-130,686
69
$671 ﹤0.01%
10
70
$515 ﹤0.01%
10
71
$502 ﹤0.01%
10
-115,740
72
$481 ﹤0.01%
10
73
$443 ﹤0.01%
10
74
$392 ﹤0.01%
10
75
$372 ﹤0.01%
10
-247,330
1 2
3
4