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
$158M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$927K
2
+$299K
3
+$289K
4
TSM icon
TSMC
TSM
+$285K
5
OKE icon
Oneok
OKE
+$284K

Top Sells

1
+$1.25M
2
+$484K
3
+$482K
4
FDX icon
FedEx
FDX
+$472K
5
G icon
Genpact
G
+$360K

Sector Composition

1 Technology 28.97%
2 Healthcare 28.95%
3 Industrials 15.05%
4 Financials 12.33%
5 Energy 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$396K 0.25%
23,889
52
$395K 0.25%
5,299
53
$372K 0.24%
3,718
-985
54
$332K 0.21%
3,423
55
$263K 0.17%
2,489
+1,399
56
$225K 0.14%
15,764
57
$182K 0.12%
1,920
-74
58
$161K 0.1%
1,518
59
$140K 0.09%
217
60
$132K 0.08%
350
61
$117K 0.07%
3,884
62
$106K 0.07%
3,930
63
$101K 0.06%
197
64
$99.7K 0.06%
3,773
65
$94.1K 0.06%
740
66
$84.4K 0.05%
3,988
67
$75.7K 0.05%
1,785
68
$75.6K 0.05%
2,061
69
$72.9K 0.05%
686
70
$63.5K 0.04%
476
71
$60.4K 0.04%
290
72
$57.9K 0.04%
990
73
$53.3K 0.03%
600
74
$44.9K 0.03%
913
75
$36.7K 0.02%
121
1 2
3
4 5