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
$155M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$566K
3
+$522K
4
CPAY icon
Corpay
CPAY
+$450K
5
FDX icon
FedEx
FDX
+$332K

Top Sells

1
+$618K
2
+$316K
3
+$281K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$277K
5
CHRW icon
C.H. Robinson
CHRW
+$234K

Sector Composition

1 Healthcare 29.57%
2 Technology 28.12%
3 Industrials 15.92%
4 Financials 10.97%
5 Energy 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 1.25%
23,354
-1,991
27
$1.93M 1.24%
15,736
28
$1.9M 1.22%
7,810
-43
29
$1.64M 1.06%
13,909
-279
30
$1.6M 1.03%
9,555
+273
31
$1.43M 0.92%
36,707
+306
32
$1.41M 0.91%
23,195
+5,266
33
$1.41M 0.91%
7,722
34
$1.41M 0.91%
18,627
35
$1.27M 0.82%
11,116
-150
36
$1.09M 0.7%
20,083
37
$874K 0.56%
9,409
38
$834K 0.54%
21,866
-68
39
$785K 0.51%
7,942
-277
40
$703K 0.45%
3,334
+2,134
41
$627K 0.4%
1,971
+400
42
$590K 0.38%
11,717
+11,252
43
$566K 0.36%
5,707
-2,792
44
$559K 0.36%
11,344
+430
45
$556K 0.36%
5,892
46
$550K 0.35%
8,660
-159
47
$529K 0.34%
5,685
48
$522K 0.34%
+9,961
49
$507K 0.33%
2,247
50
$455K 0.29%
1,843
+20
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