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
$147M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$339K
2 +$324K
3 +$281K
4
BLK icon
Blackrock
BLK
+$225K
5
CVS icon
CVS Health
CVS
+$213K

Top Sells

1 +$2.36M
2 +$459K
3 +$201K
4
OKE icon
Oneok
OKE
+$193K
5
PAGP icon
Plains GP Holdings
PAGP
+$152K

Sector Composition

1 Healthcare 27.95%
2 Technology 26.43%
3 Industrials 15.24%
4 Financials 14.91%
5 Energy 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$28K 0.02%
100
77
$22K 0.01%
150
-150
78
$13K 0.01%
100
79
$9K 0.01%
260
80
$6K ﹤0.01%
15
81
$5K ﹤0.01%
197
+2
82
-16,119
83
-139