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
$136M
AUM Growth
+$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$832K
2
+$440K
3
+$383K
4
G icon
Genpact
G
+$335K
5
ICE icon
Intercontinental Exchange
ICE
+$307K

Top Sells

1
+$434K
2
+$372K
3
+$251K
4
ADP icon
Automatic Data Processing
ADP
+$210K
5
TMO icon
Thermo Fisher Scientific
TMO
+$166K

Sector Composition

1 Healthcare 27.34%
2 Technology 26.04%
3 Industrials 15.23%
4 Financials 14.08%
5 Energy 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$26K 0.02%
+34
77
$26K 0.02%
100
78
$13K 0.01%
100
79
$9K 0.01%
260
80
$7K 0.01%
139
81
$6K ﹤0.01%
15
82
$5K ﹤0.01%
195
+3
83
– –
-1,190
84
– –
-297
85
– –
-160
86
– –
-356
1 2 3
4