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
$707M
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$32M
3
+$31.9M
4
QCOM icon
Qualcomm
QCOM
+$27.8M
5
MRVL icon
Marvell Technology
MRVL
+$26.9M

Top Sells

1
+$48.4M
2
+$43.3M
3
+$37.6M
4
TSLA icon
Tesla
TSLA
+$30.1M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$28.9M

Sector Composition

1 Technology 47%
2 Consumer Discretionary 26.86%
3 Financials 12.65%
4 Communication Services 7.57%
5 Healthcare 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55M 7.78%
162,690
+162,680
2
$42.2M 5.97%
268,000
-113,600
3
$40.5M 5.72%
249,010
+13,480
4
$39.3M 5.56%
2,903,200
+66,000
5
$36.9M 5.22%
258,270
-210,780
6
$34.5M 4.87%
174,960
+78,810
7
$32M 4.53%
66,080
+66,070
8
$31.9M 4.52%
+314,420
9
$31.9M 4.52%
321,740
+38,270
10
$30.9M 4.38%
302,500
-51,800
11
$27.8M 3.93%
236,350
+236,340
12
$27M 3.81%
54,990
+15,870
13
$26.9M 3.81%
678,200
+678,190
14
$24.9M 3.52%
+423,530
15
$21.6M 3.05%
416,000
-41,400
16
$21M 2.97%
74,600
+74,590
17
$20.9M 2.96%
76,220
+6,800
18
$20.8M 2.94%
185,090
+185,080
19
$20.5M 2.89%
+132,880
20
$20.2M 2.85%
146,780
-25,150
21
$18.8M 2.66%
+259,200
22
$18.8M 2.66%
+133,930
23
$18.6M 2.63%
86,440
+86,430
24
$15.4M 2.17%
+468,880
25
$14.7M 2.07%
49,860
+49,850
1
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