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
$260M
AUM Growth
-$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$10.4M
3
+$7.91M
4
NIO icon
NIO
NIO
+$7.37M
5
OKTA icon
Okta
OKTA
+$6.55M

Top Sells

1
+$53.5M
2
+$18.1M
3
+$17.6M
4
TSLA icon
Tesla
TSLA
+$15.8M
5
NVDA icon
NVIDIA
NVDA
+$14.3M

Sector Composition

1 Technology 69.7%
2 Consumer Discretionary 20.58%
3 Communication Services 2.49%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1K ﹤0.01%
10
77
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10
78
$1K ﹤0.01%
10
79
$1K ﹤0.01%
10
80
$1K ﹤0.01%
10
-124,680
81
$1K ﹤0.01%
10
82
$1K ﹤0.01%
10
83
$1K ﹤0.01%
10
84
$1K ﹤0.01%
10
85
– –
-10
86
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87
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88
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89
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90
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91
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92
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93
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-10
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4