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
$155M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$566K
3
+$522K
4
CPAY icon
Corpay
CPAY
+$450K
5
FDX icon
FedEx
FDX
+$332K

Top Sells

1
+$618K
2
+$316K
3
+$281K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$277K
5
CHRW icon
C.H. Robinson
CHRW
+$234K

Sector Composition

1 Healthcare 29.57%
2 Technology 28.12%
3 Industrials 15.92%
4 Financials 10.97%
5 Energy 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$47K 0.03%
600
-83
77
$44.9K 0.03%
671
78
$35.6K 0.02%
121
+1
79
$30.9K 0.02%
100
80
$27.9K 0.02%
77
81
$24K 0.02%
140
82
$17.7K 0.01%
201
-7,023
83
$15.7K 0.01%
100
84
$13.3K 0.01%
52
85
$10.2K 0.01%
57
86
$8.77K 0.01%
312
-4
87
$7.84K 0.01%
39
88
$7.49K ﹤0.01%
108
89
$7.09K ﹤0.01%
15
90
$6.4K ﹤0.01%
213
+3
91
$6.1K ﹤0.01%
34
92
$5.99K ﹤0.01%
600
93
$5.63K ﹤0.01%
25
94
$5.61K ﹤0.01%
50
95
$4.09K ﹤0.01%
10
96
$2.8K ﹤0.01%
22
97
$1.83K ﹤0.01%
100
-3,460
98
$1.76K ﹤0.01%
16
99
$1.59K ﹤0.01%
24
100
– –
-41
1 2 3
4
5