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
$241M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$348K
2 +$315K
3 +$276K
4
GSK icon
GSK
GSK
+$196K
5
GIS icon
General Mills
GIS
+$86.8K

Top Sells

1 +$549K
2 +$545K
3 +$384K
4
DD icon
DuPont de Nemours
DD
+$353K
5
GE icon
GE Aerospace
GE
+$350K

Sector Composition

1 Industrials 27.73%
2 Healthcare 13.17%
3 Consumer Staples 11.17%
4 Energy 10.02%
5 Financials 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,443
102
-5,300