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
$107M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$384K
2
+$377K
3
+$329K
4
TRP icon
TC Energy
TRP
+$325K
5
UPS icon
United Parcel Service
UPS
+$273K

Top Sells

1
+$243K
2
+$207K
3
+$163K
4
CAH icon
Cardinal Health
CAH
+$111K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$100K

Sector Composition

1 Healthcare 30.36%
2 Technology 24.81%
3 Financials 15%
4 Industrials 14.58%
5 Consumer Staples 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 1.38%
16,672
27
$1.45M 1.36%
14,858
-851
28
$1.4M 1.31%
10,553
-179
29
$1.32M 1.23%
72,525
+12,371
30
$1.28M 1.2%
7,332
-932
31
$1.15M 1.08%
20,235
-4,268
32
$921K 0.86%
9,873
33
$852K 0.8%
9,292
34
$814K 0.76%
5,877
-125
35
$795K 0.74%
10,060
36
$785K 0.74%
9,030
37
$757K 0.71%
3,008
-35
38
$564K 0.53%
15,447
+6,853
39
$545K 0.51%
9,853
40
$532K 0.5%
2,755
+352
41
$520K 0.49%
12,322
42
$491K 0.46%
2,237
-59
43
$468K 0.44%
8,238
44
$455K 0.43%
3,057
45
$442K 0.41%
8,828
+2,216
46
$434K 0.41%
8,307
-2,122
47
$409K 0.38%
2,345
48
$396K 0.37%
9,250
+7,581
49
$341K 0.32%
3,732
-468
50
$316K 0.3%
10,399
+2,109
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