BCM

Birch Capital Management Portfolio holdings

AUM $195M
1-Year Est. Return 10.14%
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$5.46M
3
+$4.79M
4
NVO icon
Novo Nordisk
NVO
+$4.79M
5
MSFT icon
Microsoft
MSFT
+$4.68M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 31.17%
2 Technology 23.77%
3 Financials 15.01%
4 Industrials 14.4%
5 Consumer Staples 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.52%
+10,502
27
$1.51M 1.48%
+16,672
28
$1.51M 1.48%
+8,390
29
$1.47M 1.44%
+10,732
30
$1.42M 1.39%
+11,823
31
$1.36M 1.33%
+21,939
32
$1.18M 1.15%
+41,782
33
$1.05M 1.03%
+9,292
34
$1.04M 1.02%
+6,118
35
$959K 0.94%
+9,030
36
$944K 0.93%
+10,867
37
$843K 0.83%
+16,662
38
$840K 0.82%
+2,919
39
$787K 0.77%
+10,060
40
$753K 0.74%
+16,034
41
$561K 0.55%
+6,612
42
$522K 0.51%
+9,853
43
$521K 0.51%
+3,057
44
$479K 0.47%
+8,238
45
$447K 0.44%
+2,377
46
$440K 0.43%
+20,801
47
$403K 0.39%
+196
48
$357K 0.35%
+2,327
49
$288K 0.28%
+3,754
50
$254K 0.25%
+2,345
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