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
$236M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1 +$14.2M
2 +$14M
3 +$13M
4
SHOP icon
Shopify
SHOP
+$11.7M
5
UBER icon
Uber
UBER
+$11.6M

Top Sells

1 +$16.7M
2 +$14.6M
3 +$14.5M
4
TTD icon
Trade Desk
TTD
+$13.8M
5
AAPL icon
Apple
AAPL
+$13.4M

Sector Composition

1 Technology 61.61%
2 Consumer Discretionary 18.58%
3 Communication Services 14.27%
4 Industrials 5.53%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$361 ﹤0.01%
10
77
$324 ﹤0.01%
10
78
$314 ﹤0.01%
10
79
$283 ﹤0.01%
10
80
$234 ﹤0.01%
10
81
$162 ﹤0.01%
10
82
$112 ﹤0.01%
10
83
$93 ﹤0.01%
10
84
$79 ﹤0.01%
10
85
$74 ﹤0.01%
10
86
$20 ﹤0.01%
10