BCM
Birch Capital Management Portfolio holdings
AUM
$195M
This Quarter Return
+9.65%
1 Year Return
+10.14%
3 Year Return
+58.76%
5 Year Return
+118.41%
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(+9.7%)
Cap. Flow
+$1.75M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
48.93%
Holding
111
New
3
Increased
16
Reduced
37
Closed
4
Top Buys
| 1 |
Cisco
CSCO
|
$1.96M |
| 2 |
FedEx
FDX
|
$1.89M |
| 3 |
Enterprise Products Partners
EPD
|
$877K |
| 4 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
$631K |
| 5 |
Microsoft
MSFT
|
$618K |
Top Sells
| 1 |
3M
MMM
|
$1.13M |
| 2 |
Cognizant
CTSH
|
$731K |
| 3 |
DFS
Discover Financial Services
DFS
|
$411K |
| 4 |
United Parcel Service
UPS
|
$317K |
| 5 |
McCormick & Company Non-Voting
MKC
|
$302K |
Sector Composition
| 1 | Healthcare | 32.5% |
| 2 | Technology | 25.28% |
| 3 | Industrials | 15.06% |
| 4 | Financials | 11.24% |
| 5 | Energy | 5.85% |
