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
$155M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$1.15M
2 +$566K
3 +$522K
4
CPAY icon
Corpay
CPAY
+$450K
5
FDX icon
FedEx
FDX
+$332K

Sector Composition

1 Healthcare 29.57%
2 Technology 28.12%
3 Industrials 15.92%
4 Financials 10.97%
5 Energy 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-47
102
-50
103
-732
104
-45
105
-45
106
-2,059
107
-55