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
$165M
AUM Growth
+$9.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$632K
3
+$504K
4
CTSH icon
Cognizant
CTSH
+$262K
5
FDX icon
FedEx
FDX
+$250K

Top Sells

1
+$568K
2
+$513K
3
+$456K
4
NVO icon
Novo Nordisk
NVO
+$385K
5
AAPL icon
Apple
AAPL
+$378K

Sector Composition

1 Technology 29.33%
2 Healthcare 27.89%
3 Industrials 16.14%
4 Financials 12.22%
5 Energy 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$44.9K 0.03%
913
-10,431
77
$37.6K 0.02%
121
78
$19.9K 0.01%
51
-26
79
$16.8K 0.01%
201
80
$15.1K 0.01%
96
+74
81
$14.8K 0.01%
100
82
$12.3K 0.01%
71
-69
83
$10.7K 0.01%
57
84
$9.21K 0.01%
27
-73
85
$8.85K 0.01%
39
86
$7.89K ﹤0.01%
108
87
$7.85K ﹤0.01%
+30
88
$7.09K ﹤0.01%
600
89
$6.91K ﹤0.01%
15
90
$6.66K ﹤0.01%
25
91
$5.86K ﹤0.01%
34
92
$5.83K ﹤0.01%
216
+3
93
$5.79K ﹤0.01%
268
-44
94
$5.11K ﹤0.01%
50
95
$3.09K ﹤0.01%
11
-41
96
$1.94K ﹤0.01%
16
97
$1.79K ﹤0.01%
100
98
$1.49K ﹤0.01%
24
99
$268 ﹤0.01%
+40
100
$107 ﹤0.01%
+1
1 2 3
4
5