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
$155M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$566K
3
+$522K
4
CPAY icon
Corpay
CPAY
+$450K
5
FDX icon
FedEx
FDX
+$332K

Top Sells

1
+$618K
2
+$316K
3
+$281K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$277K
5
CHRW icon
C.H. Robinson
CHRW
+$234K

Sector Composition

1 Healthcare 29.57%
2 Technology 28.12%
3 Industrials 15.92%
4 Financials 10.97%
5 Energy 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$441K 0.28%
15,890
52
$424K 0.27%
24,239
53
$407K 0.26%
3,920
54
$401K 0.26%
163
55
$364K 0.23%
3,599
56
$303K 0.19%
3,045
-2,350
57
$268K 0.17%
15,764
58
$247K 0.16%
369
-9
59
$178K 0.11%
2,345
60
$174K 0.11%
1,994
-306
61
$171K 0.11%
1,518
62
$154K 0.1%
58
-1
63
$127K 0.08%
3,930
64
$126K 0.08%
3,884
-87
65
$125K 0.08%
3,988
66
$121K 0.08%
350
67
$93.7K 0.06%
3,517
+1,286
68
$92.8K 0.06%
441
-22
69
$89K 0.06%
686
70
$87.8K 0.06%
197
71
$85.3K 0.05%
2,135
-131
72
$80.6K 0.05%
2,061
73
$72.3K 0.05%
700
74
$69.4K 0.04%
476
75
$59.7K 0.04%
283
1 2
3
4 5