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
$250M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$16.9M
3
+$15.3M
4
DELL icon
Dell
DELL
+$12.2M
5
CVNA icon
Carvana
CVNA
+$12M

Top Sells

1
+$26.4M
2
+$22.7M
3
+$15.5M
4
TSLA icon
Tesla
TSLA
+$12.5M
5
HUBS icon
HubSpot
HUBS
+$11.7M

Sector Composition

1 Technology 40.95%
2 Consumer Discretionary 24.71%
3 Communication Services 20.13%
4 Financials 9.41%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.7M 7.06%
195,600
-251,300
2
$17.6M 7.03%
97,640
+24,410
3
$17.4M 6.93%
35,750
+35,740
4
$16.9M 6.74%
371,800
+371,790
5
$15.4M 6.14%
111,680
+44,510
6
$15.3M 6.09%
+129,500
7
$15.2M 6.09%
174,410
+52,510
8
$12.4M 4.95%
146,490
-22,890
9
$12.3M 4.93%
613,180
+525,400
10
$12.2M 4.88%
+107,090
11
$12M 4.8%
136,630
+136,620
12
$11.6M 4.62%
167,030
+167,020
13
$11.2M 4.48%
42,310
+5,890
14
$10.2M 4.08%
10,520
+10,510
15
$10M 4.01%
75,800
+75,700
16
$9.94M 3.97%
+98,400
17
$7.44M 2.97%
+59,510
18
$7.28M 2.91%
22,720
+22,710
19
$6.23M 2.49%
23,620
+23,610
20
$17K 0.01%
100
-154,600
21
$15.1K 0.01%
10
-5,690
22
$9.72K ﹤0.01%
100
23
$7.78K ﹤0.01%
+10
24
$7.62K ﹤0.01%
10
25
$6.99K ﹤0.01%
10
1
2 3 4