BCM
Birch Capital Management Portfolio holdings
AUM
$195M
This Quarter Return
+9.91%
1 Year Return
+10.14%
3 Year Return
+58.76%
5 Year Return
+118.41%
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(+7.7%)
Cap. Flow
+$6.53M
Cap. Flow
% of AUM
5.68%
Top 10 Holdings %
Top 10 Hldgs %
48.06%
Holding
115
New
18
Increased
19
Reduced
31
Closed
11
Top Buys
| 1 |
Apple
AAPL
|
$6.84M |
| 2 |
Genpact
G
|
$460K |
| 3 |
3M
MMM
|
$365K |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$330K |
| 5 |
Kinder Morgan
KMI
|
$161K |
Top Sells
| 1 |
Snap-on
SNA
|
$560K |
| 2 |
Enterprise Products Partners
EPD
|
$282K |
| 3 |
Automatic Data Processing
ADP
|
$260K |
| 4 |
Cboe Global Markets
CBOE
|
$187K |
| 5 |
UnitedHealth
UNH
|
$132K |
Sector Composition
| 1 | Healthcare | 27.87% |
| 2 | Technology | 26.81% |
| 3 | Industrials | 15.92% |
| 4 | Financials | 14.67% |
| 5 | Consumer Staples | 3.86% |
