BCM
Birch Capital Management Portfolio holdings
AUM
$195M
1-Year Return
10.14%
This Quarter Return
+4.5%
1 Year Return
+10.14%
3 Year Return
+58.76%
5 Year Return
+118.41%
10 Year Return
–
AUM
$195M
AUM Growth
+$2.95M
(+1.5%)
Cap. Flow
-$1.21M
Cap. Flow
% of AUM
-0.62%
Top 10 Holdings %
Top 10 Hldgs %
50.47%
Holding
83
New
1
Increased
10
Reduced
26
Closed
3
Top Buys
| 1 |
Capital One
COF
|
+$599K |
| 2 |
Snap-on
SNA
|
+$354K |
| 3 |
Novo Nordisk
NVO
|
+$191K |
| 4 |
Amgen
AMGN
|
+$152K |
| 5 |
TSMC
TSM
|
+$150K |
Top Sells
| 1 |
DFS
Discover Financial Services
DFS
|
+$472K |
| 2 |
Cencora
COR
|
+$350K |
| 3 |
Apple
AAPL
|
+$282K |
| 4 |
Cardinal Health
CAH
|
+$270K |
| 5 |
Fiserv
FI
|
+$213K |
Sector Composition
| 1 | Technology | 35.03% |
| 2 | Healthcare | 22.88% |
| 3 | Industrials | 15.2% |
| 4 | Financials | 13.96% |
| 5 | Energy | 5.13% |
