BCM

Birmingham Capital Management Portfolio holdings

AUM $218M
1-Year Est. Return 14.13%
This Quarter Est. Return
1 Year Est. Return
+14.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$617K
2
+$96.6K
3
+$39.6K
4
CAH icon
Cardinal Health
CAH
+$12.4K

Top Sells

1
+$582K
2
+$486K
3
+$262K
4
GE icon
GE Aerospace
GE
+$246K
5
DE icon
Deere & Co
DE
+$238K

Sector Composition

1 Industrials 27.3%
2 Healthcare 12.76%
3 Consumer Staples 11.59%
4 Energy 10.14%
5 Financials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-7,000
102
– –
-4,280
103
– –
-11,326
1 2 3 4
5