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
$876M
AUM Growth
-$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$41.5M
3
+$38.5M
4
HUBS icon
HubSpot
HUBS
+$35.3M
5
BILL icon
BILL Holdings
BILL
+$32.4M

Top Sells

1
+$68.7M
2
+$54M
3
+$43.8M
4
NOW icon
ServiceNow
NOW
+$43.4M
5
ZS icon
Zscaler
ZS
+$37.5M

Sector Composition

1 Technology 42.21%
2 Consumer Discretionary 35.34%
3 Communication Services 9.44%
4 Financials 5.51%
5 Consumer Staples 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1K ﹤0.01%
10
77
$1K ﹤0.01%
10
-516,870
78
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79
– –
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$0 ﹤0.01%
+10
81
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82
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10
83
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10
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86
$0 ﹤0.01%
10
-484,250
87
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88
$0 ﹤0.01%
10
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90
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$0 ﹤0.01%
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$0 ﹤0.01%
+1
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$0 ﹤0.01%
1
94
– –
-171,670
95
$0 ﹤0.01%
+10
96
$0 ﹤0.01%
+10
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4