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
$115M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$460K
2
+$365K
3
+$330K
4
KMI icon
Kinder Morgan
KMI
+$161K
5
CVS icon
CVS Health
CVS
+$89.9K

Top Sells

1
+$560K
2
+$282K
3
+$260K
4
CBOE icon
Cboe Global Markets
CBOE
+$187K
5
UNH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$26K 0.02%
431
77
$21K 0.02%
100
78
$20K 0.02%
+1,280
79
$19K 0.02%
+8,600
80
$12K 0.01%
+788
81
$12K 0.01%
100
82
$10K 0.01%
+272
83
$10K 0.01%
160
-680
84
$6K 0.01%
15
85
$5K ﹤0.01%
139
86
$5K ﹤0.01%
190
+2
87
$2K ﹤0.01%
+60
88
$1K ﹤0.01%
4
+3
89
$1K ﹤0.01%
+32
90
$1K ﹤0.01%
+12
91
$1K ﹤0.01%
+75
92
– –
-1
93
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0
94
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95
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$0 ﹤0.01%
17
+12
97
$0 ﹤0.01%
+5
98
– –
-3
99
$0 ﹤0.01%
+14
100
– –
-5
1 2 3
4
5