BCM
Birch Capital Management Portfolio holdings
AUM
$200M
1-Year Est. Return
12.15%
This Fund
S&P 500
1 Year Est. Return
+12.15%
AUM
$196M
AUM Growth
+$702K
(+0.36%)
Holding
81
Top Buys
| 1 | +$2.38M | |
| 2 | +$1.15M | |
| 3 | +$362K | |
| 4 |
Infosys
INFY
|
+$302K |
| 5 |
Enbridge
ENB
|
+$297K |
Top Sells
| 1 | +$925K | |
| 2 | +$831K | |
| 3 | +$499K | |
| 4 |
Becton Dickinson
BDX
|
+$414K |
| 5 |
W.W. Grainger
GWW
|
+$365K |
Sector Composition
| 1 | Technology | 35.22% |
| 2 | Healthcare | 21.87% |
| 3 | Industrials | 15.35% |
| 4 | Financials | 12.66% |
| 5 | Energy | 5.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Kinder Morgan
KMI
$73.2B
| $1.02K | ﹤0.01% |
36
|
|
||
77
Abbott
ABT
$180B
| – | – |
-2,000
|
|
||
78
Adaptive Biotechnologies
ADPT
$2.22B
| – | – |
-40
|
|
||
79
Trade Desk
TTD
$10.7B
| – | – |
-17
|
|
||
80
Veralto
VLTO
$21.6B
| – | – |
-30
|
|
||
|
VXRT
81
DELISTED
Vaxart
VXRT
| – | – |
-22
|
|