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
$158M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$927K
2
+$299K
3
+$289K
4
TSM icon
TSMC
TSM
+$285K
5
OKE icon
Oneok
OKE
+$284K

Top Sells

1
+$1.25M
2
+$484K
3
+$482K
4
FDX icon
FedEx
FDX
+$472K
5
G icon
Genpact
G
+$360K

Sector Composition

1 Technology 28.97%
2 Healthcare 28.95%
3 Industrials 15.05%
4 Financials 12.33%
5 Energy 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 1.2%
52,339
-9,941
27
$1.89M 1.2%
27,954
+744
28
$1.78M 1.13%
7,730
+49
29
$1.68M 1.06%
22,190
30
$1.55M 0.98%
17,901
-1,131
31
$1.5M 0.95%
15,736
32
$1.42M 0.9%
9,817
+262
33
$1.36M 0.86%
3,592
-37
34
$1.33M 0.84%
5,212
-128
35
$1.17M 0.74%
6,878
36
$1.06M 0.67%
9,198
37
$1.06M 0.67%
21,090
+5,535
38
$1.04M 0.66%
30,234
-4,513
39
$998K 0.63%
9,215
40
$927K 0.59%
+66,046
41
$833K 0.53%
13,139
+4,479
42
$823K 0.52%
7,772
43
$805K 0.51%
3,502
+1,255
44
$774K 0.49%
8,909
+3,283
45
$733K 0.46%
21,866
46
$703K 0.44%
8,114
+133
47
$610K 0.39%
2,390
+435
48
$522K 0.33%
12,000
-3,650
49
$429K 0.27%
3,281
-135
50
$414K 0.26%
163
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2
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