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
$165M
AUM Growth
+$9.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$632K
3
+$504K
4
CTSH icon
Cognizant
CTSH
+$262K
5
FDX icon
FedEx
FDX
+$250K

Top Sells

1
+$568K
2
+$513K
3
+$456K
4
NVO icon
Novo Nordisk
NVO
+$385K
5
AAPL icon
Apple
AAPL
+$378K

Sector Composition

1 Technology 29.33%
2 Healthcare 27.89%
3 Industrials 16.14%
4 Financials 12.22%
5 Energy 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$411K 0.25%
23,889
-350
52
$409K 0.25%
3,416
-504
53
$406K 0.25%
163
54
$373K 0.23%
3,423
-176
55
$287K 0.17%
3,045
56
$243K 0.15%
15,764
57
$185K 0.11%
1,090
+649
58
$179K 0.11%
1,994
59
$177K 0.11%
1,518
60
$154K 0.09%
350
61
$150K 0.09%
217
-152
62
$122K 0.07%
3,884
63
$118K 0.07%
3,930
64
$114K 0.07%
3,988
65
$102K 0.06%
3,773
+256
66
$96.5K 0.06%
740
+40
67
$90.3K 0.05%
197
68
$78.7K 0.05%
686
69
$78.5K 0.05%
2,061
70
$74.2K 0.05%
1,785
-350
71
$67.9K 0.04%
476
72
$66.1K 0.04%
990
-1,355
73
$63.8K 0.04%
290
+7
74
$50.9K 0.03%
600
75
$45.3K 0.03%
671
1 2
3
4 5