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
$136M
AUM Growth
+$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$832K
2
+$440K
3
+$383K
4
G icon
Genpact
G
+$335K
5
ICE icon
Intercontinental Exchange
ICE
+$307K

Top Sells

1
+$434K
2
+$372K
3
+$251K
4
ADP icon
Automatic Data Processing
ADP
+$210K
5
TMO icon
Thermo Fisher Scientific
TMO
+$166K

Sector Composition

1 Healthcare 27.34%
2 Technology 26.04%
3 Industrials 15.23%
4 Financials 14.08%
5 Energy 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$381K 0.28%
10,473
+355
52
$380K 0.28%
163
53
$345K 0.25%
3,754
54
$326K 0.24%
1,411
-360
55
$288K 0.21%
+15,764
56
$276K 0.2%
2,680
57
$254K 0.19%
3,423
+303
58
$229K 0.17%
163
59
$218K 0.16%
4,870
-2,303
60
$183K 0.13%
350
61
$160K 0.12%
12,000
62
$153K 0.11%
+1,145
63
$152K 0.11%
16,119
-1,953
64
$150K 0.11%
1,518
65
$135K 0.1%
4,693
+350
66
$128K 0.09%
3,930
67
$112K 0.08%
3,988
68
$108K 0.08%
2,486
69
$105K 0.08%
680
70
$91K 0.07%
1,752
-213
71
$75K 0.06%
197
72
$74K 0.05%
308
73
$51K 0.04%
+230
74
$45K 0.03%
300
75
$40K 0.03%
600
1 2
3
4