BCM
Birch Capital Management Portfolio holdings
AUM
$195M
This Quarter Return
+11.33%
1 Year Return
+10.14%
3 Year Return
+58.76%
5 Year Return
+118.41%
10 Year Return
–
AUM
$174M
AUM Growth
+$174M
(+10%)
Cap. Flow
+$111K
Cap. Flow
% of AUM
0.06%
Top 10 Holdings %
Top 10 Hldgs %
50.48%
Holding
99
New
1
Increased
22
Reduced
34
Closed
7
Top Buys
| 1 |
Charles Schwab
SCHW
|
$1.94M |
| 2 |
Dollar General
DG
|
$1.23M |
| 3 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$1.1M |
| 4 |
United Parcel Service
UPS
|
$633K |
| 5 |
MPLX
MPLX
|
$599K |
Top Sells
| 1 |
McCormick & Company Non-Voting
MKC
|
$836K |
| 2 |
FedEx
FDX
|
$835K |
| 3 |
Genpact
G
|
$762K |
| 4 |
T Rowe Price
TROW
|
$715K |
| 5 |
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% |
