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
$158M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$927K
2 +$299K
3 +$289K
4
TSM icon
TSMC
TSM
+$285K
5
OKE icon
Oneok
OKE
+$284K

Top Sells

1 +$1.25M
2 +$484K
3 +$482K
4
FDX icon
FedEx
FDX
+$472K
5
G icon
Genpact
G
+$360K

Sector Composition

1 Technology 28.97%
2 Healthcare 28.95%
3 Industrials 15.05%
4 Financials 12.33%
5 Energy 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-671
102
-51
103
-20,083