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
$246M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$202K
2 +$201K
3 +$125K
4
MRK icon
Merck
MRK
+$116K
5
LMT icon
Lockheed Martin
LMT
+$109K

Top Sells

1 +$321K
2 +$259K
3 +$147K
4
GAS
AGL Resources Inc
GAS
+$128K
5
CBI
Chicago Bridge & Iron Nv
CBI
+$117K

Sector Composition

1 Industrials 23.66%
2 Healthcare 12.84%
3 Consumer Staples 12.08%
4 Energy 10.61%
5 Financials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$201K 0.08%
+984
102
$114K 0.05%
28,026
-14,991
103
$60K 0.02%
17,500
+3,633
104
$16K 0.01%
+29,906