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
$165M
AUM Growth
+$9.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.84M
2 +$632K
3 +$504K
4
CTSH icon
Cognizant
CTSH
+$262K
5
FDX icon
FedEx
FDX
+$250K

Top Sells

1 +$568K
2 +$513K
3 +$456K
4
NVO icon
Novo Nordisk
NVO
+$385K
5
AAPL icon
Apple
AAPL
+$378K

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