BCH
Berkshire Capital Holdings Portfolio holdings
AUM $286M
1-Year Return
162.47%
This Quarter Return
+60.23%
1 Year Return
+162.47%
3 Year Return
+1,213.01%
5 Year Return
+2,838.99%
10 Year Return
–
AUM
$286M
AUM Growth
+$76.7M
(+37%)
Cap. Flow
-$17.8M
Cap. Flow
% of AUM
-6.24%
Top 10 Holdings %
Top 10 Hldgs %
67.06%
Holding
102
New
6
Increased
14
Reduced
13
Closed
–
Top Buys
| 1 |
Coinbase
COIN
|
+$16.8M |
| 2 |
Vertiv
VRT
|
+$11.4M |
| 3 |
Reddit
RDDT
|
+$11.3M |
| 4 |
Broadcom
AVGO
|
+$8.66M |
| 5 |
TSMC
TSM
|
+$8.41M |
Top Sells
| 1 |
Robinhood
HOOD
|
+$26.9M |
| 2 |
Carvana
CVNA
|
+$21.3M |
| 3 |
Tesla
TSLA
|
+$20.3M |
| 4 |
Axon Enterprise
AXON
|
+$13M |
| 5 |
Mercado Libre
MELI
|
+$12.6M |
Sector Composition
| 1 | Technology | 59.15% |
| 2 | Communication Services | 16.95% |
| 3 | Financials | 12.87% |
| 4 | Consumer Discretionary | 5.02% |
| 5 | Industrials | 4% |
