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
$136M
AUM Growth
+$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$832K
2
+$440K
3
+$383K
4
G icon
Genpact
G
+$335K
5
ICE icon
Intercontinental Exchange
ICE
+$307K

Top Sells

1
+$434K
2
+$372K
3
+$251K
4
ADP icon
Automatic Data Processing
ADP
+$210K
5
TMO icon
Thermo Fisher Scientific
TMO
+$166K

Sector Composition

1 Healthcare 27.34%
2 Technology 26.04%
3 Industrials 15.23%
4 Financials 14.08%
5 Energy 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 1.41%
44,853
+7,813
27
$1.79M 1.31%
15,005
+648
28
$1.69M 1.24%
33,326
+2,529
29
$1.63M 1.2%
16,642
-3,793
30
$1.53M 1.13%
6,922
-117
31
$1.53M 1.13%
14,139
-991
32
$1.31M 0.96%
9,246
-664
33
$1.27M 0.94%
13,406
-213
34
$1.2M 0.88%
19,716
+7,239
35
$1.07M 0.79%
9,068
36
$970K 0.71%
8,200
37
$963K 0.71%
43,751
+968
38
$956K 0.7%
8,270
-626
39
$889K 0.65%
66,313
40
$862K 0.63%
9,028
41
$700K 0.52%
2,604
-136
42
$674K 0.5%
9,607
43
$591K 0.43%
5,984
-921
44
$569K 0.42%
2,345
45
$558K 0.41%
12,193
+1,271
46
$502K 0.37%
2,372
-403
47
$500K 0.37%
27,053
-1,423
48
$447K 0.33%
3,732
49
$425K 0.31%
25,545
-118
50
$420K 0.31%
2,180
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