BCM
Birch Capital Management Portfolio holdings
AUM
$195M
This Quarter Return
+6.05%
1 Year Return
+10.14%
3 Year Return
+58.76%
5 Year Return
+118.41%
10 Year Return
–
AUM
$205M
AUM Growth
+$205M
(+6.4%)
Cap. Flow
+$3.76M
Cap. Flow
% of AUM
1.84%
Top 10 Holdings %
Top 10 Hldgs %
50.34%
Holding
88
New
2
Increased
25
Reduced
23
Closed
3
Top Buys
| 1 |
Genpact
G
|
$699K |
| 2 |
Cardinal Health
CAH
|
$678K |
| 3 |
Genuine Parts
GPC
|
$564K |
| 4 |
ResMed
RMD
|
$508K |
| 5 |
Cognizant
CTSH
|
$452K |
Top Sells
| 1 |
CVS Health
CVS
|
$395K |
| 2 |
Omnicom Group
OMC
|
$284K |
| 3 |
Canadian National Railway
CNI
|
$258K |
| 4 |
Intercontinental Exchange
ICE
|
$196K |
| 5 |
Nike
NKE
|
$178K |
Sector Composition
| 1 | Technology | 31.94% |
| 2 | Healthcare | 27.06% |
| 3 | Industrials | 14.46% |
| 4 | Financials | 12.3% |
| 5 | Energy | 4.49% |
