BCM
Birch Capital Management Portfolio holdings
AUM
$195M
This Quarter Return
+1.76%
1 Year Return
+10.14%
3 Year Return
+58.76%
5 Year Return
+118.41%
10 Year Return
–
AUM
$192M
AUM Growth
+$192M
(-0.05%)
Cap. Flow
+$270K
Cap. Flow
% of AUM
0.14%
Top 10 Holdings %
Top 10 Hldgs %
51.02%
Holding
92
New
3
Increased
24
Reduced
28
Closed
6
Top Buys
| 1 |
Genpact
G
|
$1.24M |
| 2 |
NVIDIA
NVDA
|
$1.12M |
| 3 |
Genuine Parts
GPC
|
$746K |
| 4 |
MPLX
MPLX
|
$604K |
| 5 |
Antero Midstream
AM
|
$543K |
Top Sells
| 1 |
Energy Transfer Partners
ET
|
$1.04M |
| 2 |
Amgen
AMGN
|
$637K |
| 3 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$632K |
| 4 |
S&P Global
SPGI
|
$568K |
| 5 |
McCormick & Company Non-Voting
MKC
|
$511K |
Sector Composition
| 1 | Technology | 30.27% |
| 2 | Healthcare | 28.34% |
| 3 | Industrials | 13.82% |
| 4 | Financials | 12.09% |
| 5 | Energy | 4.66% |
