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
$236M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$14M
3
+$13M
4
SHOP icon
Shopify
SHOP
+$11.7M
5
UBER icon
Uber
UBER
+$11.6M

Top Sells

1
+$16.7M
2
+$14.6M
3
+$14.5M
4
TTD icon
Trade Desk
TTD
+$13.8M
5
AAPL icon
Apple
AAPL
+$13.4M

Sector Composition

1 Technology 61.61%
2 Consumer Discretionary 18.58%
3 Communication Services 14.27%
4 Industrials 5.53%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38M 16.11%
312,760
+94,650
2
$18.8M 7.97%
32,800
+8,730
3
$16.5M 7.01%
63,200
+13,070
4
$14.2M 6.04%
99,750
+99,740
5
$14M 5.96%
85,590
+85,580
6
$13M 5.53%
131,010
+131,000
7
$11.7M 4.96%
145,770
+145,760
8
$11.6M 4.93%
67,370
-27,130
9
$11.6M 4.92%
154,410
+154,400
10
$11.5M 4.89%
66,330
-19,530
11
$11.2M 4.73%
66,140
+66,040
12
$9.11M 3.86%
142,630
+142,620
13
$8.26M 3.5%
86,080
-85,280
14
$7.22M 3.06%
33,350
+33,340
15
$7.13M 3.02%
7,970
+7,960
16
$7.04M 2.99%
3,430
+3,420
17
$7M 2.97%
48,960
+2,670
18
$5.91M 2.51%
144,830
+144,820
19
$5.91M 2.51%
33,920
+33,910
20
$5.75M 2.44%
15,590
+15,580
21
$42.1K 0.02%
10
22
$28.8K 0.01%
500
23
$9.24K ﹤0.01%
10
24
$8.86K ﹤0.01%
10
-16,480
25
$8.33K ﹤0.01%
10
1
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