BCM

Birmingham Capital Management Portfolio holdings

AUM $226M
1-Year Est. Return 16.57%
This Quarter Est. Return
1 Year Est. Return
+16.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$7.87M
3 +$7.79M
4
GE icon
GE Aerospace
GE
+$7.78M
5
EMR icon
Emerson Electric
EMR
+$6.93M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 23.83%
2 Energy 13.37%
3 Healthcare 11.97%
4 Consumer Staples 10.36%
5 Financials 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$143K 0.06%
+10,230
102
$139K 0.06%
+15,000
103
$31K 0.01%
+1,538
104
$6K ﹤0.01%
+49,500