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
$199M
AUM Growth
-$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.43M
3
+$939K
4
G icon
Genpact
G
+$896K
5
VRSN icon
VeriSign
VRSN
+$827K

Top Sells

1
+$2.62M
2
+$1.36M
3
+$844K
4
JNJ icon
Johnson & Johnson
JNJ
+$841K
5
GPC icon
Genuine Parts
GPC
+$718K

Sector Composition

1 Technology 35.71%
2 Healthcare 22.11%
3 Industrials 16.12%
4 Financials 12.68%
5 Energy 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$23.5K 0.01%
40
77
$11.3K 0.01%
25
-7
78
$7.29K ﹤0.01%
15
79
$4.21K ﹤0.01%
20
-19
80
$3.06K ﹤0.01%
30
81
$2K ﹤0.01%
17
82
$986 ﹤0.01%
36
83
$240 ﹤0.01%
40
84
$15 ﹤0.01%
22
-11
85
– –
-23
86
– –
-87
87
– –
-1
88
– –
-200
89
– –
-50
90
– –
-3,988
91
– –
-3,072
1 2 3
4