BCM

Birch Capital Management Portfolio holdings

AUM $196M
1-Year Est. Return 6.15%
This Quarter Est. Return
1 Year Est. Return
+6.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
-$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$637K
2
+$417K
3
+$391K
4
G icon
Genpact
G
+$341K
5
RMD icon
ResMed
RMD
+$278K

Top Sells

1
+$541K
2
+$529K
3
+$438K
4
NKE icon
Nike
NKE
+$313K
5
MSFT icon
Microsoft
MSFT
+$258K

Sector Composition

1 Technology 34.22%
2 Healthcare 23.84%
3 Industrials 15.37%
4 Financials 13.29%
5 Energy 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$430K 0.22%
4,408
52
$326K 0.17%
350
53
$320K 0.17%
1,680
54
$297K 0.15%
4,387
55
$265K 0.14%
3,009
+1,042
56
$235K 0.12%
1,518
57
$187K 0.1%
1,245
-3,525
58
$170K 0.09%
2,740
-3,272
59
$168K 0.09%
2,040
-663
60
$154K 0.08%
535
61
$128K 0.07%
2,021
-4,932
62
$121K 0.06%
197
63
$119K 0.06%
757
-328
64
$115K 0.06%
702
-336
65
$111K 0.06%
700
66
$102K 0.05%
882
67
$101K 0.05%
391
-137
68
$93.7K 0.05%
550
69
$92.3K 0.05%
1,000
70
$92.2K 0.05%
160
71
$70.5K 0.04%
1,533
72
$64.6K 0.03%
990
73
$52.9K 0.03%
+126
74
$49.4K 0.03%
500
75
$13.3K 0.01%
25
1 2
3
4