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
$167M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$606K
2
+$558K
3
+$192K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$145K
5
OMC icon
Omnicom Group
OMC
+$124K

Top Sells

1
+$295K
2
+$290K
3
+$273K
4
MDT icon
Medtronic
MDT
+$186K
5
COR icon
Cencora
COR
+$177K

Sector Composition

1 Technology 28.71%
2 Healthcare 27.69%
3 Financials 14.35%
4 Industrials 14.23%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$385K 0.23%
2,660
-20
52
$384K 0.23%
5,237
+1,686
53
$366K 0.22%
3,624
54
$353K 0.21%
22,248
+1
55
$353K 0.21%
12,000
56
$342K 0.21%
163
57
$319K 0.19%
2,444
58
$292K 0.18%
1,303
-366
59
$267K 0.16%
292
60
$257K 0.15%
1,475
-89
61
$257K 0.15%
1,195
62
$247K 0.15%
1,047
+22
63
$211K 0.13%
350
64
$210K 0.13%
6,923
65
$161K 0.1%
67
66
$159K 0.1%
1,518
67
$144K 0.09%
3,988
68
$144K 0.09%
3,103
69
$127K 0.08%
197
70
$126K 0.08%
3,930
71
$113K 0.07%
680
72
$104K 0.06%
1,638
73
$104K 0.06%
799
-604
74
$82K 0.05%
3,560
-3,559
75
$75K 0.05%
2,062
+1,802
1 2
3
4