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
$192M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.62M
3
+$734K
4
UPS icon
United Parcel Service
UPS
+$583K
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$535K

Top Sells

1
+$1.05M
2
+$389K
3
+$353K
4
NVO icon
Novo Nordisk
NVO
+$257K
5
ENB icon
Enbridge
ENB
+$225K

Sector Composition

1 Healthcare 28.67%
2 Technology 27.69%
3 Industrials 15.1%
4 Financials 12.72%
5 Energy 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.5K 0.01%
25
-2
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$6.82K ﹤0.01%
15
78
$4.01K ﹤0.01%
22
-39
79
$3.98K ﹤0.01%
50
80
$2.66K ﹤0.01%
+30
81
$2.46K ﹤0.01%
28
82
$2.45K ﹤0.01%
200
-400
83
$2.23K ﹤0.01%
24
84
$1.84K ﹤0.01%
100
85
$1.49K ﹤0.01%
+17
86
$128 ﹤0.01%
40
87
$43 ﹤0.01%
+33
88
$27 ﹤0.01%
20
89
$8 ﹤0.01%
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97
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4