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
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$5.84M
2 +$5.46M
3 +$4.79M
4
NVO icon
Novo Nordisk
NVO
+$4.79M
5
MSFT icon
Microsoft
MSFT
+$4.68M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 31.17%
2 Technology 23.77%
3 Financials 15.01%
4 Industrials 14.4%
5 Consumer Staples 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$26K 0.03%
+915
77
$23K 0.02%
+100
78
$10K 0.01%
+100
79
$7K 0.01%
+139
80
$6K 0.01%
+15
81
$4K ﹤0.01%
+183