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
$140M
AUM Growth
-$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$773K
2 +$512K
3 +$499K
4
FI icon
Fiserv
FI
+$190K
5
ITW icon
Illinois Tool Works
ITW
+$187K

Top Sells

1 +$16.4M
2 +$1.02M
3 +$542K
4
FNV icon
Franco-Nevada
FNV
+$468K
5
OKE icon
Oneok
OKE
+$409K

Sector Composition

1 Healthcare 31.61%
2 Technology 26.02%
3 Industrials 14.34%
4 Financials 11.56%
5 Energy 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$5.27K ﹤0.01%
+81
102
$3.35K ﹤0.01%
+800
103
-1,475
104
-66,444