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
$115M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$460K
2
+$365K
3
+$330K
4
KMI icon
Kinder Morgan
KMI
+$161K
5
CVS icon
CVS Health
CVS
+$89.9K

Top Sells

1
+$560K
2
+$282K
3
+$260K
4
CBOE icon
Cboe Global Markets
CBOE
+$187K
5
UNH icon
UnitedHealth
UNH
+$132K

Sector Composition

1 Healthcare 27.87%
2 Technology 26.81%
3 Industrials 15.92%
4 Financials 14.67%
5 Consumer Staples 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$304K 0.26%
10,399
52
$304K 0.26%
2,067
-3,810
53
$223K 0.19%
8,600
+1,124
54
$196K 0.17%
2,680
55
$192K 0.17%
163
56
$176K 0.15%
5,157
57
$175K 0.15%
350
58
$166K 0.14%
1,190
-1,867
59
$162K 0.14%
12,000
-40
60
$157K 0.14%
356
-25
61
$154K 0.13%
3,930
62
$145K 0.13%
1,518
63
$124K 0.11%
5,836
64
$111K 0.1%
18,170
65
$108K 0.09%
680
-20
66
$108K 0.09%
3,988
-482
67
$77K 0.07%
1,965
68
$67K 0.06%
1,961
69
$64K 0.06%
197
70
$52K 0.05%
308
71
$47K 0.04%
10,187
+250
72
$46K 0.04%
2,982
+62
73
$41K 0.04%
2,799
+59
74
$33K 0.03%
600
75
$32K 0.03%
300
1 2
3
4 5