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
$233M
AUM Growth
-$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$412K
2 +$269K
3 +$264K
4
BSX icon
Boston Scientific
BSX
+$229K
5
PSX icon
Phillips 66
PSX
+$210K

Top Sells

1 +$423K
2 +$363K
3 +$346K
4
CBI
Chicago Bridge & Iron Nv
CBI
+$286K
5
SLB icon
SLB Ltd
SLB
+$282K

Sector Composition

1 Industrials 25.9%
2 Healthcare 13.41%
3 Consumer Staples 11.53%
4 Energy 10.87%
5 Financials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,867
102
-19,850