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
$132M
AUM Growth
-$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$305K
3
+$282K
4
BLK icon
Blackrock
BLK
+$140K
5
TROW icon
T. Rowe Price
TROW
+$140K

Top Sells

1
+$420K
2
+$395K
3
+$257K
4
GWW icon
W.W. Grainger
GWW
+$170K
5
DG icon
Dollar General
DG
+$145K

Sector Composition

1 Healthcare 32.11%
2 Technology 26.1%
3 Industrials 14.33%
4 Financials 12.01%
5 Energy 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$302K 0.23%
3,624
52
$251K 0.19%
2,620
53
$245K 0.18%
15,764
-7,764
54
$212K 0.16%
1,052
55
$202K 0.15%
2,345
56
$193K 0.15%
15,890
57
$192K 0.15%
6,324
58
$166K 0.13%
2,059
59
$155K 0.12%
1,518
60
$133K 0.1%
555
-604
61
$127K 0.1%
3,988
62
$106K 0.08%
2,827
+756
63
$96.9K 0.07%
59
64
$94.8K 0.07%
3,930
65
$82.4K 0.06%
350
66
$79.1K 0.06%
700
+20
67
$76.3K 0.06%
197
68
$74.9K 0.06%
849
69
$68K 0.05%
2,061
70
$65.5K 0.05%
1,638
71
$64.4K 0.05%
686
72
$63.4K 0.05%
3,560
73
$56.9K 0.04%
476
74
$48.3K 0.04%
+325
75
$45.9K 0.03%
391
1 2
3
4 5