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
$131M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$1.5M
2 +$1M
3 +$852K
4
NTST
NETSTREIT Corp
NTST
+$555K
5
AMGN icon
Amgen
AMGN
+$541K

Top Sells

1 +$318K
2 +$243K
3 +$233K
4
AAPL icon
Apple
AAPL
+$135K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$114K

Sector Composition

1 Healthcare 27.15%
2 Technology 27.08%
3 Industrials 15.21%
4 Financials 14.09%
5 Consumer Staples 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-32
102
-21
103
-12
104
-1,961
105
-75
106
-4