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
$167M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$606K
2 +$558K
3 +$192K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$145K
5
OMC icon
Omnicom Group
OMC
+$124K

Top Sells

1 +$295K
2 +$290K
3 +$273K
4
MDT icon
Medtronic
MDT
+$186K
5
COR icon
Cencora
COR
+$177K

Sector Composition

1 Technology 28.71%
2 Healthcare 27.69%
3 Financials 14.35%
4 Industrials 14.23%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$63K 0.04%
1,169
77
$59K 0.04%
230
78
$46K 0.03%
600
79
$42K 0.03%
183
80
$30K 0.02%
100
81
$23K 0.01%
150
82
$14K 0.01%
100
83
$7K ﹤0.01%
201
+2
84
$5K ﹤0.01%
15