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
$174M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.23M
3
+$1.1M
4
UPS icon
United Parcel Service
UPS
+$633K
5
MPLX icon
MPLX
MPLX
+$599K

Top Sells

1
+$836K
2
+$835K
3
+$762K
4
TROW icon
T. Rowe Price
TROW
+$715K
5
TRP icon
TC Energy
TRP
+$677K

Sector Composition

1 Technology 29.04%
2 Healthcare 28.3%
3 Industrials 15.04%
4 Financials 13.52%
5 Energy 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 1.25%
8,302
+572
27
$1.95M 1.12%
12,588
-356
28
$1.84M 1.05%
18,229
+328
29
$1.65M 0.95%
15,176
-560
30
$1.57M 0.9%
3,666
+74
31
$1.57M 0.9%
11,515
+9,026
32
$1.52M 0.87%
5,362
+150
33
$1.47M 0.84%
14,726
+11,008
34
$1.44M 0.83%
13,876
+4,967
35
$1.4M 0.8%
10,084
+267
36
$1.09M 0.63%
6,445
-433
37
$1.09M 0.63%
8,695
-520
38
$1.05M 0.61%
30,389
-21,950
39
$942K 0.54%
13,418
+279
40
$911K 0.52%
66,045
-1
41
$903K 0.52%
8,031
-83
42
$901K 0.52%
7,567
-1,631
43
$825K 0.47%
3,170
-332
44
$805K 0.46%
7,634
-138
45
$726K 0.42%
20,159
-1,707
46
$710K 0.41%
2,457
+67
47
$683K 0.39%
9,976
-12,214
48
$625K 0.36%
12,446
-8,644
49
$599K 0.34%
+16,326
50
$594K 0.34%
12,000
1
2
3 4