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
$167M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$606K
2
+$558K
3
+$192K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$145K
5
OMC icon
Omnicom Group
OMC
+$124K

Top Sells

1
+$295K
2
+$290K
3
+$273K
4
MDT icon
Medtronic
MDT
+$186K
5
COR icon
Cencora
COR
+$177K

Sector Composition

1 Technology 28.71%
2 Healthcare 27.69%
3 Financials 14.35%
4 Industrials 14.23%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 1.06%
14,408
-2,220
27
$1.75M 1.05%
12,944
-748
28
$1.73M 1.04%
14,943
+189
29
$1.71M 1.02%
6,908
30
$1.61M 0.97%
9,280
31
$1.48M 0.88%
14,208
-562
32
$1.36M 0.82%
29,292
+4,135
33
$1.27M 0.76%
21,666
-120
34
$1.27M 0.76%
24,581
-1,134
35
$1.26M 0.75%
57,303
+782
36
$1.1M 0.66%
7,881
-389
37
$972K 0.58%
9,028
38
$954K 0.57%
66,444
+131
39
$933K 0.56%
9,188
-938
40
$873K 0.52%
7,257
-943
41
$838K 0.5%
9,607
42
$686K 0.41%
6,629
-1,794
43
$606K 0.36%
+5,760
44
$584K 0.35%
23,528
45
$558K 0.33%
+4,035
46
$556K 0.33%
14,227
47
$535K 0.32%
10,701
-5,907
48
$525K 0.31%
3,732
49
$487K 0.29%
2,247
50
$442K 0.27%
2,345
1
2
3 4