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
$174M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.23M
3
+$1.1M
4
UPS icon
United Parcel Service
UPS
+$633K
5
MPLX icon
MPLX
MPLX
+$599K

Top Sells

1
+$836K
2
+$835K
3
+$762K
4
TROW icon
T. Rowe Price
TROW
+$715K
5
TRP icon
TC Energy
TRP
+$677K

Sector Composition

1 Technology 29.04%
2 Healthcare 28.3%
3 Industrials 15.04%
4 Financials 13.52%
5 Energy 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$505K 0.29%
12,922
-17,312
52
$447K 0.26%
3,201
-80
53
$421K 0.24%
163
54
$421K 0.24%
23,853
-36
55
$407K 0.23%
4,704
-595
56
$377K 0.22%
3,423
57
$214K 0.12%
1,920
58
$176K 0.1%
1,518
59
$170K 0.1%
350
60
$145K 0.08%
3,533
+1,472
61
$134K 0.08%
3,884
62
$123K 0.07%
197
63
$112K 0.06%
740
64
$110K 0.06%
3,967
+194
65
$109K 0.06%
3,988
66
$94.1K 0.05%
3,035
-895
67
$85K 0.05%
1,905
+120
68
$83K 0.05%
686
69
$67.5K 0.04%
290
70
$60.8K 0.03%
990
71
$56.3K 0.03%
600
72
$42.2K 0.02%
122
+1
73
$40.8K 0.02%
826
-87
74
$13.5K 0.01%
71
75
$12.6K 0.01%
100
1 2
3
4