BCH

Berkshire Capital Holdings Portfolio holdings

AUM $302M
1-Year Est. Return 100.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+100.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$941M
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$49.8M
2
+$38.8M
3
+$36.1M
4
OKTA icon
Okta
OKTA
+$35.4M
5
SNAP icon
Snap
SNAP
+$31.7M

Top Sells

1
+$54.1M
2
+$42.7M
3
+$38.9M
4
QCOM icon
Qualcomm
QCOM
+$32.9M
5
ADBE icon
Adobe
ADBE
+$26.6M

Sector Composition

1 Technology 56.85%
2 Consumer Discretionary 18.61%
3 Communication Services 15.68%
4 Consumer Staples 4.68%
5 Financials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$0 ﹤0.01%
+10
77
$0 ﹤0.01%
1
78
– –
-13
79
$0 ﹤0.01%
+10
80
– –
-10
81
– –
-185,090
82
– –
-10
1 2 3
4