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
$260M
AUM Growth
-$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$10.4M
3
+$7.91M
4
NIO icon
NIO
NIO
+$7.37M
5
OKTA icon
Okta
OKTA
+$6.55M

Top Sells

1
+$53.5M
2
+$18.1M
3
+$17.6M
4
TSLA icon
Tesla
TSLA
+$15.8M
5
NVDA icon
NVIDIA
NVDA
+$14.3M

Sector Composition

1 Technology 69.7%
2 Consumer Discretionary 20.58%
3 Communication Services 2.49%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.4M 14.01%
162,330
-70,260
2
$20.7M 7.97%
148,970
+85,460
3
$20.6M 7.92%
79,400
+6,740
4
$15.6M 5.98%
163,370
+15,390
5
$14.2M 5.45%
324,150
+83,280
6
$12.9M 4.95%
76,420
+13,580
7
$12.8M 4.93%
68,370
+6,250
8
$12.8M 4.92%
42,600
+21,730
9
$11.9M 4.57%
193,520
-28,000
10
$10.4M 3.99%
96,210
+96,200
11
$10.3M 3.96%
93,770
+11,580
12
$9.69M 3.72%
15,210
-1,080
13
$9.01M 3.47%
217,940
+53,430
14
$7.91M 3.04%
16,640
+16,630
15
$7.9M 3.04%
52,810
-9,320
16
$7.68M 2.95%
121,110
+57,270
17
$7.37M 2.83%
339,420
+339,410
18
$6.55M 2.52%
72,410
+72,400
19
$6.46M 2.48%
78,600
+78,590
20
$22K 0.01%
200
21
$21K 0.01%
200
22
$5K ﹤0.01%
10
23
$5K ﹤0.01%
100
24
$5K ﹤0.01%
60
-217,680
25
$4K ﹤0.01%
100
1
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