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
$221M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11M
3
+$9.76M
4
BILL icon
BILL Holdings
BILL
+$8.85M
5
RIVN icon
Rivian
RIVN
+$8.24M

Top Sells

1
+$16.6M
2
+$14.5M
3
+$12.6M
4
TEAM icon
Atlassian
TEAM
+$10.5M
5
UBER icon
Uber
UBER
+$8.71M

Sector Composition

1 Technology 59.28%
2 Consumer Discretionary 23.76%
3 Communication Services 10.57%
4 Financials 3.37%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.1M 10%
446,900
-254,600
2
$17.6M 7.96%
70,930
-19,200
3
$13.3M 6.01%
159,750
+15,560
4
$13.1M 5.92%
169,380
+169,370
5
$11.1M 5.03%
73,230
+15,990
6
$11M 4.98%
+224,470
7
$11M 4.98%
55,360
+15,590
8
$11M 4.97%
141,340
-30,270
9
$10.9M 4.9%
18,690
+6,620
10
$9.77M 4.42%
154,700
+154,600
11
$8.96M 4.05%
5,700
+1,010
12
$8.86M 4.01%
40,010
-18,900
13
$8.85M 4%
108,460
+108,450
14
$8.77M 3.96%
121,900
-61,790
15
$8.24M 3.72%
351,160
+351,150
16
$7.98M 3.61%
87,070
+87,060
17
$6.64M 3%
67,170
-10,130
18
$6.64M 3%
54,690
-13,230
19
$6.63M 3%
114,590
+114,580
20
$6.33M 2.86%
36,420
-31,730
21
$4.53M 2.05%
73,590
-141,490
22
$1.12M 0.51%
+87,780
23
$11.2K 0.01%
100
24
$7.83K ﹤0.01%
100
25
$7.57K ﹤0.01%
10
1
2 3 4