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
$107M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$384K
2
+$377K
3
+$329K
4
TRP icon
TC Energy
TRP
+$325K
5
UPS icon
United Parcel Service
UPS
+$273K

Top Sells

1
+$243K
2
+$207K
3
+$163K
4
CAH icon
Cardinal Health
CAH
+$111K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$100K

Sector Composition

1 Healthcare 30.36%
2 Technology 24.81%
3 Financials 15%
4 Industrials 14.58%
5 Consumer Staples 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$30K 0.03%
600
77
$25K 0.02%
431
78
$18K 0.02%
100
79
$11K 0.01%
100
80
$5K ﹤0.01%
139
81
$5K ﹤0.01%
15
82
$4K ﹤0.01%
188
+2
83
$0 ﹤0.01%
+1
84
$0 ﹤0.01%
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85
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88
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89
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100
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