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
$174M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.23M
3
+$1.1M
4
UPS icon
United Parcel Service
UPS
+$633K
5
MPLX icon
MPLX
MPLX
+$599K

Top Sells

1
+$836K
2
+$835K
3
+$762K
4
TROW icon
T. Rowe Price
TROW
+$715K
5
TRP icon
TC Energy
TRP
+$677K

Sector Composition

1 Technology 29.04%
2 Healthcare 28.3%
3 Industrials 15.04%
4 Financials 13.52%
5 Energy 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.5K 0.01%
57
77
$9.63K 0.01%
27
78
$9.3K 0.01%
61
79
$9.28K 0.01%
600
80
$8.73K 0.01%
39
81
$7.82K ﹤0.01%
25
82
$7.45K ﹤0.01%
30
83
$6.8K ﹤0.01%
15
84
$4.62K ﹤0.01%
244
85
$4.49K ﹤0.01%
50
86
$2.53K ﹤0.01%
28
-173
87
$2.05K ﹤0.01%
24
88
$1.78K ﹤0.01%
100
89
$196 ﹤0.01%
40
90
$100 ﹤0.01%
1
91
$28 ﹤0.01%
20
92
$8 ﹤0.01%
1
93
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94
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-34
95
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96
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-15,764
97
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-219
98
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-16
99
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-476
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