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
$158M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$927K
2
+$299K
3
+$289K
4
TSM icon
TSMC
TSM
+$285K
5
OKE icon
Oneok
OKE
+$284K

Top Sells

1
+$1.25M
2
+$484K
3
+$482K
4
FDX icon
FedEx
FDX
+$472K
5
G icon
Genpact
G
+$360K

Sector Composition

1 Technology 28.97%
2 Healthcare 28.95%
3 Industrials 15.05%
4 Financials 12.33%
5 Energy 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$15.7K 0.01%
201
77
$12.3K 0.01%
100
78
$11.6K 0.01%
71
79
$10.1K 0.01%
57
80
$9.46K 0.01%
27
81
$8.15K 0.01%
39
82
$7.67K ﹤0.01%
61
-35
83
$7.51K ﹤0.01%
30
84
$7.17K ﹤0.01%
108
85
$6.39K ﹤0.01%
25
86
$6.23K ﹤0.01%
34
87
$6.13K ﹤0.01%
15
88
$5.6K ﹤0.01%
600
89
$4.93K ﹤0.01%
50
90
$4.37K ﹤0.01%
219
+3
91
$3.67K ﹤0.01%
244
-24
92
$1.83K ﹤0.01%
16
93
$1.58K ﹤0.01%
24
94
$1.56K ﹤0.01%
100
95
$218 ﹤0.01%
40
96
$118 ﹤0.01%
1
97
$28 ﹤0.01%
20
98
$5 ﹤0.01%
1
99
– –
-3,045
100
– –
-11
1 2 3
4
5