BCM

Birch Capital Management Portfolio holdings

AUM $196M
1-Year Est. Return 6.15%
This Quarter Est. Return
1 Year Est. Return
+6.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
-$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$637K
2
+$417K
3
+$391K
4
G icon
Genpact
G
+$341K
5
RMD icon
ResMed
RMD
+$278K

Top Sells

1
+$541K
2
+$529K
3
+$438K
4
NKE icon
Nike
NKE
+$313K
5
MSFT icon
Microsoft
MSFT
+$258K

Sector Composition

1 Technology 34.22%
2 Healthcare 23.84%
3 Industrials 15.37%
4 Financials 13.29%
5 Energy 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.7K ﹤0.01%
15
77
$3.86K ﹤0.01%
20
78
$2.92K ﹤0.01%
30
79
$1.03K ﹤0.01%
36
80
$930 ﹤0.01%
17
81
$297 ﹤0.01%
40
82
$9 ﹤0.01%
22
83
– –
-600
84
– –
-712
85
– –
-40
1 2 3
4