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
$165M
AUM Growth
+$9.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$632K
3
+$504K
4
CTSH icon
Cognizant
CTSH
+$262K
5
FDX icon
FedEx
FDX
+$250K

Top Sells

1
+$568K
2
+$513K
3
+$456K
4
NVO icon
Novo Nordisk
NVO
+$385K
5
AAPL icon
Apple
AAPL
+$378K

Sector Composition

1 Technology 29.33%
2 Healthcare 27.89%
3 Industrials 16.14%
4 Financials 12.22%
5 Energy 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 1.18%
22,190
-1,164
27
$1.92M 1.17%
7,681
-129
28
$1.8M 1.09%
19,032
+405
29
$1.78M 1.08%
27,210
+4,015
30
$1.74M 1.06%
12,944
31
$1.74M 1.06%
15,736
32
$1.62M 0.98%
9,555
33
$1.4M 0.85%
34,747
-1,960
34
$1.38M 0.84%
3,629
+1,658
35
$1.34M 0.81%
5,340
+2,006
36
$1.27M 0.77%
6,878
-844
37
$1.25M 0.76%
20,083
38
$1.12M 0.68%
9,215
-4,694
39
$1.03M 0.63%
9,198
-1,918
40
$933K 0.57%
7,981
+39
41
$926K 0.56%
7,772
-1,637
42
$812K 0.49%
21,866
43
$780K 0.47%
15,555
+3,838
44
$662K 0.4%
15,650
-240
45
$568K 0.35%
5,626
-59
46
$563K 0.34%
1,955
+112
47
$534K 0.32%
8,660
48
$534K 0.32%
2,247
49
$504K 0.31%
5,299
-593
50
$469K 0.29%
4,703
-1,004
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