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
$314M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$16.2M
3
+$15.9M
4
ADBE icon
Adobe
ADBE
+$15.3M
5
FI icon
Fiserv
FI
+$14.2M

Top Sells

1
+$34.6M
2
+$20.7M
3
+$15.8M
4
TWTR
Twitter, Inc.
TWTR
+$13.5M
5
PODD icon
Insulet
PODD
+$12.3M

Sector Composition

1 Technology 79.22%
2 Communication Services 9.06%
3 Industrials 5.09%
4 Financials 3.51%
5 Consumer Discretionary 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.1M 10.88%
228,020
+93,250
2
$24.7M 7.87%
144,020
+30,890
3
$23.9M 7.62%
400,390
+71,160
4
$21.9M 7%
4,156,400
+713,200
5
$19.2M 6.12%
727,210
+128,160
6
$18.6M 5.92%
453,120
+453,110
7
$16.2M 5.17%
57,280
+57,270
8
$15.9M 5.09%
+88,360
9
$15.6M 4.97%
237,040
-136,760
10
$15.3M 4.88%
50,990
+50,980
11
$14.2M 4.54%
+123,340
12
$12.2M 3.89%
445,500
-283,300
13
$12.2M 3.88%
187,000
+186,900
14
$11M 3.51%
38,600
-121,130
15
$9.77M 3.12%
61,500
+61,490
16
$9.75M 3.11%
53,490
-53,580
17
$9.44M 3.01%
297,600
-183,900
18
$9.4M 3%
57,250
-12,780
19
$7.56M 2.41%
+118,440
20
$6.45M 2.06%
32,640
+32,630
21
$6.07M 1.94%
+22,575
22
$17K 0.01%
200
-112,600
23
$10K ﹤0.01%
+100
24
$9K ﹤0.01%
+100
25
$3K ﹤0.01%
10
1
2 3