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
$256M
AUM Growth
-$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$245K
2 +$113K
3 +$69.2K
4
MO icon
Altria Group
MO
+$64.7K
5
AXP icon
American Express
AXP
+$54.4K

Top Sells

1 +$1.01M
2 +$446K
3 +$425K
4
BHI
Baker Hughes
BHI
+$308K
5
KEYS icon
Keysight
KEYS
+$250K

Sector Composition

1 Industrials 24.83%
2 Healthcare 12.92%
3 Energy 11.68%
4 Consumer Staples 10.33%
5 Financials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$229K 0.09%
9,800
102
$217K 0.08%
3,500
-50
103
$213K 0.08%
3,115
104
$203K 0.08%
984
105
-6,740