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
$107M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$384K
2 +$377K
3 +$329K
4
TRP icon
TC Energy
TRP
+$325K
5
UPS icon
United Parcel Service
UPS
+$273K

Top Sells

1 +$243K
2 +$207K
3 +$163K
4
CAH icon
Cardinal Health
CAH
+$111K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$100K

Sector Composition

1 Healthcare 30.36%
2 Technology 24.81%
3 Financials 15%
4 Industrials 14.58%
5 Consumer Staples 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$0 ﹤0.01%
+1
102
0
103
$0 ﹤0.01%
+5
104
$0 ﹤0.01%
+1
105
-26
106
-4,169
107
0
108
-5