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

Top Buys

1
+$67.1M
2
+$34.4M
3
+$31.2M
4
AMZN icon
Amazon
AMZN
+$29.6M
5
MSFT icon
Microsoft
MSFT
+$25.9M

Top Sells

1
+$64.1M
2
+$43.2M
3
+$37.6M
4
ETSY icon
Etsy
ETSY
+$36.8M
5
TTD icon
Trade Desk
TTD
+$32.7M

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
79
$1K ﹤0.01%
10
-275,340
80
$1K ﹤0.01%
+10
81
$1K ﹤0.01%
10
82
$1K ﹤0.01%
10
83
$1K ﹤0.01%
10
-196,740
84
$1K ﹤0.01%
10
-64,550
85
$1K ﹤0.01%
10
86
$0 ﹤0.01%
10
87
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10
88
$0 ﹤0.01%
10
-413,790
89
$0 ﹤0.01%
10
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$0 ﹤0.01%
10
91
$0 ﹤0.01%
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92
$0 ﹤0.01%
1
93
$0 ﹤0.01%
10
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94
$0 ﹤0.01%
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95
$0 ﹤0.01%
10
1 2 3
4