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
$490M
AUM Growth
-$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$25.1M
3
+$19.3M
4
BILL icon
BILL Holdings
BILL
+$17.1M
5
TWLO icon
Twilio
TWLO
+$15.8M

Top Sells

1
+$43.1M
2
+$32M
3
+$31.1M
4
AMAT icon
Applied Materials
AMAT
+$30M
5
GTM
ZoomInfo Technologies
GTM
+$25.2M

Sector Composition

1 Technology 61.38%
2 Consumer Discretionary 25.79%
3 Financials 5.39%
4 Communication Services 3.94%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$0 ﹤0.01%
10
-423,500
77
$0 ﹤0.01%
10
78
$0 ﹤0.01%
10
79
$0 ﹤0.01%
10
-361,290
80
$0 ﹤0.01%
10
81
– –
-10
82
$0 ﹤0.01%
10
83
$0 ﹤0.01%
10
84
$0 ﹤0.01%
10
85
$0 ﹤0.01%
10
86
$0 ﹤0.01%
10
-149,890
87
$0 ﹤0.01%
10
-149,990
88
$0 ﹤0.01%
10
89
$0 ﹤0.01%
10
90
$0 ﹤0.01%
10
91
$0 ﹤0.01%
10
1 2 3
4