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
$132M
AUM Growth
-$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$305K
3
+$282K
4
BLK icon
Blackrock
BLK
+$140K
5
TROW icon
T. Rowe Price
TROW
+$140K

Top Sells

1
+$420K
2
+$395K
3
+$257K
4
GWW icon
W.W. Grainger
GWW
+$170K
5
DG icon
Dollar General
DG
+$145K

Sector Composition

1 Healthcare 32.11%
2 Technology 26.1%
3 Industrials 14.33%
4 Financials 12.01%
5 Energy 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$42.4K 0.03%
683
+83
77
$36.7K 0.03%
195
-35
78
$35.3K 0.03%
+671
79
$33.8K 0.03%
126
80
$33K 0.02%
120
+14
81
$27.9K 0.02%
+1,121
82
$26.7K 0.02%
100
83
$23K 0.02%
150
84
$21.8K 0.02%
77
85
$14.4K 0.01%
52
86
$14.3K 0.01%
498
-1,123
87
$13.7K 0.01%
100
88
$9.43K 0.01%
+57
89
$7.73K 0.01%
50
-50
90
$7.37K 0.01%
+39
91
$7.05K 0.01%
+45
92
$6.4K ﹤0.01%
+41
93
$6.08K ﹤0.01%
+47
94
$6.05K ﹤0.01%
208
+2
95
$5.79K ﹤0.01%
15
96
$5.55K ﹤0.01%
+34
97
$5.26K ﹤0.01%
+108
98
$5.13K ﹤0.01%
+25
99
$5.11K ﹤0.01%
+45
100
$5.01K ﹤0.01%
95
-1,018
1 2 3
4
5