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
$242M
AUM Growth
+$9.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$341K
2 +$214K
3 +$195K
4
TSS
Total System Services, Inc.
TSS
+$193K
5
GIS icon
General Mills
GIS
+$146K

Top Sells

1 +$383K
2 +$340K
3 +$255K
4
SO icon
Southern Company
SO
+$232K
5
DD icon
DuPont de Nemours
DD
+$225K

Sector Composition

1 Industrials 26.72%
2 Healthcare 14.53%
3 Consumer Staples 11.59%
4 Energy 10.07%
5 Financials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$202K 0.08%
+2,049
102
$201K 0.08%
4,000
-200
103
-5,049