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
$107M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$384K
2
+$377K
3
+$329K
4
TRP icon
TC Energy
TRP
+$325K
5
UPS icon
United Parcel Service
UPS
+$273K

Top Sells

1
+$243K
2
+$207K
3
+$163K
4
CAH icon
Cardinal Health
CAH
+$111K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$100K

Sector Composition

1 Healthcare 30.36%
2 Technology 24.81%
3 Financials 15%
4 Industrials 14.58%
5 Consumer Staples 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$312K 0.29%
196
+2
52
$282K 0.26%
3,754
53
$248K 0.23%
7,476
+6,514
54
$223K 0.21%
5,157
+2,377
55
$214K 0.2%
14,115
+2,813
56
$190K 0.18%
2,680
-840
57
$184K 0.17%
163
58
$162K 0.15%
18,170
+12,129
59
$159K 0.15%
350
-1
60
$151K 0.14%
1,518
61
$146K 0.14%
5,836
+3,732
62
$144K 0.13%
3,930
-595
63
$138K 0.13%
381
64
$114K 0.11%
12,040
+40
65
$103K 0.1%
4,470
66
$97K 0.09%
700
+20
67
$92K 0.09%
1,965
68
$88K 0.08%
1,961
69
$58K 0.05%
308
70
$58K 0.05%
197
71
$46K 0.04%
+9,937
72
$46K 0.04%
840
-219
73
$42K 0.04%
+2,740
74
$41K 0.04%
+2,920
75
$34K 0.03%
300
1 2
3
4 5