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
$227M
AUM Growth
-$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$170K

Top Sells

1 +$134K
2 +$114K
3 +$103K
4
GE icon
GE Aerospace
GE
+$94.4K
5
SO icon
Southern Company
SO
+$77.8K

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