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

Top Buys

1
+$50.2M
2
+$41.8M
3
+$37.1M
4
HUBS icon
HubSpot
HUBS
+$36.5M
5
BILL icon
BILL Holdings
BILL
+$31.5M

Top Sells

1
+$76.2M
2
+$53.5M
3
+$51.7M
4
ROKU icon
Roku
ROKU
+$41.3M
5
NOW icon
ServiceNow
NOW
+$41.1M

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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$0 ﹤0.01%
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81
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10
-198,490
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10
-484,250
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1
94
– –
-171,670
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$0 ﹤0.01%
+10
96
$0 ﹤0.01%
+10
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4