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
$232M
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.3M
3
+$11M
4
MDB icon
MongoDB
MDB
+$10.5M
5
TEAM icon
Atlassian
TEAM
+$10M

Top Sells

1
+$16.1M
2
+$9.34M
3
+$8.72M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.24M
5
XYZ
Block Inc
XYZ
+$7.84M

Sector Composition

1 Technology 78.64%
2 Consumer Discretionary 9.82%
3 Communication Services 4.8%
4 Healthcare 3.49%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.8M 9.82%
256,200
+94,200
2
$20.8M 8.96%
176,450
+63,020
3
$16.2M 6.98%
125,510
-9,640
4
$16M 6.88%
+812,800
5
$13.3M 5.74%
54,090
+12,630
6
$12.3M 5.27%
+144,140
7
$11.4M 4.91%
95,810
-30,980
8
$11.3M 4.87%
58,690
+19,560
9
$11.1M 4.79%
31,240
+14,130
10
$11.1M 4.79%
103,190
+10,810
11
$11.1M 4.76%
2,461,600
+2,461,200
12
$10.9M 4.67%
268,140
-88,140
13
$10.5M 4.51%
+71,340
14
$10M 4.32%
+89,310
15
$9.52M 4.1%
+149,960
16
$9.16M 3.94%
+129,170
17
$9.16M 3.94%
192,840
+192,800
18
$8.11M 3.49%
+63,960
19
$7.54M 3.24%
+59,460
20
$12K 0.01%
200
-137,400
21
$3K ﹤0.01%
10
22
$3K ﹤0.01%
150
-278,850
23
$2K ﹤0.01%
10
-37,200
24
$2K ﹤0.01%
10
-80,470
25
$2K ﹤0.01%
10
1
2