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
$854M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$30.3M
3
+$28.8M
4
AMZN icon
Amazon
AMZN
+$28.6M
5
MSFT icon
Microsoft
MSFT
+$24.3M

Top Sells

1
+$50.4M
2
+$35.8M
3
+$34.1M
4
BILL icon
BILL Holdings
BILL
+$33.9M
5
DKNG icon
DraftKings
DKNG
+$33.8M

Sector Composition

1 Technology 47.31%
2 Consumer Discretionary 21.76%
3 Communication Services 21.15%
4 Financials 7.72%
5 Healthcare 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1K ﹤0.01%
10
77
$1K ﹤0.01%
+10
78
$1K ﹤0.01%
10
-275,340
79
$1K ﹤0.01%
+10
80
$1K ﹤0.01%
10
81
$1K ﹤0.01%
10
82
$1K ﹤0.01%
10
-196,740
83
$1K ﹤0.01%
10
-64,550
84
$1K ﹤0.01%
10
85
$1K ﹤0.01%
10
-375,940
86
$0 ﹤0.01%
10
87
$0 ﹤0.01%
10
88
$0 ﹤0.01%
10
89
$0 ﹤0.01%
10
90
$0 ﹤0.01%
10
-413,790
91
$0 ﹤0.01%
10
92
$0 ﹤0.01%
1
93
$0 ﹤0.01%
1
94
$0 ﹤0.01%
10
95
$0 ﹤0.01%
10
-443,220
1 2 3
4