BCM

Birch Capital Management Portfolio holdings

AUM $200M
1-Year Est. Return 12.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$9.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.7M
2 +$562K
3 +$457K
4
CTSH icon
Cognizant
CTSH
+$249K
5
FDX icon
FedEx
FDX
+$231K

Top Sells

1 +$557K
2 +$513K
3 +$410K
4
NVO icon
Novo Nordisk
NVO
+$389K
5
AAPL icon
Apple
AAPL
+$340K

Sector Composition

1 Technology 29.33%
2 Healthcare 27.89%
3 Industrials 16.14%
4 Financials 12.22%
5 Energy 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$38 ﹤0.01%
+20
102
$5 ﹤0.01%
+1
103
-58
104
-10