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
$490M
AUM Growth
-$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$28.8M
3
+$19.2M
4
BILL icon
BILL Holdings
BILL
+$18.6M
5
ENPH icon
Enphase Energy
ENPH
+$17.7M

Top Sells

1
+$59.8M
2
+$47M
3
+$32.9M
4
FTNT icon
Fortinet
FTNT
+$30M
5
ANET icon
Arista Networks
ANET
+$25.3M

Sector Composition

1 Technology 61.38%
2 Consumer Discretionary 25.79%
3 Financials 5.39%
4 Communication Services 3.94%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$83.5M 17.06%
232,590
-900
2
$32.2M 6.58%
72,660
+16,990
3
$30M 6.13%
221,520
+221,510
4
$28.8M 5.89%
240,870
+240,860
5
$22.6M 4.61%
217,740
-161,340
6
$22.4M 4.58%
147,980
-590
7
$19.5M 3.98%
713,800
-361,000
8
$19.4M 3.96%
16,290
+7,830
9
$19.2M 3.93%
534,540
+534,530
10
$18.8M 3.83%
124,690
-103,470
11
$18.6M 3.81%
82,190
+82,180
12
$18.3M 3.73%
62,120
+22,940
13
$17.7M 3.62%
+87,910
14
$15M 3.06%
62,130
-58,650
15
$14.6M 2.97%
63,510
-32,810
16
$14.3M 2.91%
62,840
+62,830
17
$14.3M 2.91%
86,490
+86,480
18
$13.8M 2.81%
+117,580
19
$9.91M 2.02%
20,870
-19,340
20
$9.55M 1.95%
79,720
+79,710
21
$9.52M 1.94%
164,510
+25,960
22
$7.63M 1.56%
40,190
-39,790
23
$7.27M 1.48%
63,840
+63,830
24
$5.52M 1.13%
109,100
+109,090
25
$33K 0.01%
200
1
2 3 4