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
-$92K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$833K
2 +$317K
3 +$302K
4
MKC icon
McCormick & Company Non-Voting
MKC
+$295K
5
TRP icon
TC Energy
TRP
+$294K

Top Sells

1 +$1.44M
2 +$468K
3 +$439K
4
CPAY icon
Corpay
CPAY
+$269K
5
WTRG icon
Essential Utilities
WTRG
+$171K

Sector Composition

1 Healthcare 28.84%
2 Technology 27.37%
3 Financials 14.98%
4 Industrials 13.76%
5 Energy 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$37K 0.03%
183
-125
77
$27K 0.02%
100
78
$23K 0.02%
150
79
$12K 0.01%
100
80
$9K 0.01%
260
81
$6K ﹤0.01%
199
+2
82
$5K ﹤0.01%
15