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
$293M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$19.5M
3
+$17.5M
4
PAYC icon
Paycom
PAYC
+$14.6M
5
BABA icon
Alibaba
BABA
+$13.4M

Top Sells

1
+$14.3M
2
+$12.9M
3
+$10.3M
4
AAPL icon
Apple
AAPL
+$9.64M
5
CYBR icon
CyberArk
CYBR
+$9.58M

Sector Composition

1 Technology 59.06%
2 Communication Services 13.14%
3 Consumer Discretionary 10.49%
4 Financials 9.57%
5 Healthcare 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.9M 7.13%
108,180
+108,170
2
$19.5M 6.65%
+73,610
3
$17.7M 6.03%
129,570
+4,060
4
$17.5M 5.98%
59,430
+59,420
5
$17.3M 5.91%
182,800
-73,400
6
$17.2M 5.88%
128,650
-47,800
7
$16.5M 5.63%
60,060
+5,970
8
$14.6M 4.98%
+64,280
9
$13.4M 4.58%
79,140
+79,130
10
$11.8M 4.03%
32,160
+920
11
$11.7M 3.98%
718,960
-93,840
12
$11.5M 3.94%
159,170
+159,160
13
$11.3M 3.87%
55,120
-3,570
14
$9.05M 3.09%
+301,500
15
$8.86M 3.02%
67,690
-21,620
16
$8.85M 3.02%
99,350
-44,790
17
$8.64M 2.95%
53,300
-10,660
18
$8.56M 2.92%
74,830
+74,820
19
$7.84M 2.68%
203,200
+203,190
20
$7.58M 2.59%
107,010
-42,950
21
$7.46M 2.55%
58,910
+58,900
22
$6.19M 2.11%
+112,420
23
$5.88M 2.01%
1,432,000
-1,029,600
24
$5.79M 1.98%
63,970
+63,960
25
$5.79M 1.98%
190,690
+190,680
1
2