BCM

Birmingham Capital Management Portfolio holdings

AUM $227M
1-Year Est. Return 25.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
-$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$178K

Top Sells

1 +$142K
2 +$111K
3 +$93.4K
4
BMY icon
Bristol-Myers Squibb
BMY
+$89.9K
5
GT icon
Goodyear
GT
+$87.3K

Sector Composition

1 Industrials 24.05%
2 Healthcare 13.99%
3 Consumer Staples 13.23%
4 Energy 11.7%
5 Financials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$115K 0.05%
17,500
102
$92K 0.04%
24,326
-700