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
$163M
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$961K
2
+$675K
3
+$306K
4
UPS icon
United Parcel Service
UPS
+$208K
5
JNJ icon
Johnson & Johnson
JNJ
+$207K

Top Sells

1
+$545K
2
+$292K
3
+$258K
4
ICE icon
Intercontinental Exchange
ICE
+$216K
5
CBOE icon
Cboe Global Markets
CBOE
+$214K

Sector Composition

1 Healthcare 28.97%
2 Technology 27.72%
3 Industrials 13.88%
4 Financials 12.64%
5 Energy 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$65K 0.04%
569
-1,875
77
$60K 0.04%
1,169
78
$55K 0.03%
230
79
$36K 0.02%
600
80
$35K 0.02%
100
81
$27K 0.02%
150
82
$23K 0.01%
98
-85
83
$14K 0.01%
100
84
$7K ﹤0.01%
203
+2
85
$7K ﹤0.01%
15
1 2 3
4