BCM

Birch Capital Management Portfolio holdings

AUM $196M
1-Year Est. Return 6.15%
This Quarter Est. Return
1 Year Est. Return
+6.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
-$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$637K
2
+$417K
3
+$391K
4
G icon
Genpact
G
+$341K
5
RMD icon
ResMed
RMD
+$278K

Top Sells

1
+$541K
2
+$529K
3
+$438K
4
NKE icon
Nike
NKE
+$313K
5
MSFT icon
Microsoft
MSFT
+$258K

Sector Composition

1 Technology 34.22%
2 Healthcare 23.84%
3 Industrials 15.37%
4 Financials 13.29%
5 Energy 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 1.24%
10,441
-332
27
$2.3M 1.2%
9,293
+12
28
$2.26M 1.17%
18,952
+3,278
29
$2.09M 1.09%
9,980
-160
30
$1.94M 1.01%
3,817
-88
31
$1.66M 0.86%
10,025
-911
32
$1.66M 0.86%
31,044
+534
33
$1.65M 0.86%
16,383
-1,955
34
$1.61M 0.84%
4,590
+24
35
$1.45M 0.75%
14,594
-161
36
$1.37M 0.71%
4,067
-171
37
$1.24M 0.64%
13,490
-1,075
38
$1.09M 0.57%
7,055
39
$1.03M 0.54%
20,367
-403
40
$993K 0.52%
3,911
-185
41
$796K 0.41%
12,471
+25
42
$777K 0.4%
7,165
43
$718K 0.37%
12,020
+94
44
$681K 0.35%
37,809
+327
45
$650K 0.34%
9,839
+376
46
$621K 0.32%
163
47
$601K 0.31%
4,296
-479
48
$502K 0.26%
3,245
-258
49
$472K 0.25%
2,765
-8
50
$454K 0.24%
3,423
1
2
3 4