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
$247M
AUM Growth
-$3.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$14.9M
3
+$14.9M
4
NET icon
Cloudflare
NET
+$14.9M
5
AAPL icon
Apple
AAPL
+$12.1M

Top Sells

1
+$17.6M
2
+$14.2M
3
+$13.9M
4
APP icon
Applovin
APP
+$13.9M
5
DASH icon
DoorDash
DASH
+$12.1M

Sector Composition

1 Technology 73.02%
2 Consumer Discretionary 11.05%
3 Communication Services 9.88%
4 Healthcare 6.04%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.9M 10.9%
218,110
+22,510
2
$17.3M 7.01%
89,650
-7,990
3
$15.2M 6.14%
94,500
+18,700
4
$15M 6.07%
171,360
+171,320
5
$14.9M 6.04%
16,490
+16,480
6
$14.9M 6.03%
85,860
+85,850
7
$14.9M 6.01%
179,550
+179,540
8
$12.3M 4.97%
125,840
-48,570
9
$12.1M 4.91%
57,630
+57,620
10
$12.1M 4.91%
24,070
-11,680
11
$12.1M 4.91%
27,150
+27,140
12
$12.1M 4.9%
113,800
+113,700
13
$9.98M 4.03%
26,040
+3,320
14
$9.92M 4.01%
50,130
+50,120
15
$7.57M 3.06%
46,290
-13,220
16
$7.49M 3.03%
+130,699
17
$7.43M 3.01%
115,750
+115,740
18
$7.4M 2.99%
56,260
-73,240
19
$6.27M 2.53%
247,340
+247,330
20
$6.22M 2.51%
85,820
+85,810
21
$4.79M 1.94%
34,760
-72,330
22
$39.6K 0.02%
+10
23
$31.3K 0.01%
+500
24
$16.4K 0.01%
10
25
$13.8K 0.01%
100
1
2 3 4