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
$274M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$468K
2 +$202K
3 +$137K
4
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$112K
5
VZ icon
Verizon
VZ
+$75.8K

Top Sells

1 +$202K
2 +$188K
3 +$187K
4
FDX icon
FedEx
FDX
+$159K
5
BAC icon
Bank of America
BAC
+$99.9K

Sector Composition

1 Industrials 24.49%
2 Energy 15.45%
3 Healthcare 11.62%
4 Consumer Staples 9.72%
5 Financials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$202K 0.07%
+3,450
102
-1,538
103
-10,430