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
$748M
AUM Growth
+$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$52.3M
2 +$36.4M
3 +$36M
4
AMAT icon
Applied Materials
AMAT
+$34.3M
5
SI
Silvergate Capital Corporation
SI
+$33.8M

Top Sells

1 +$38.4M
2 +$37.9M
3 +$31.8M
4
XYZ
Block Inc
XYZ
+$24.9M
5
DDOG icon
Datadog
DDOG
+$21.3M

Sector Composition

1 Technology 71.07%
2 Consumer Discretionary 14.54%
3 Financials 7.22%
4 Communication Services 4.83%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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