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

Top Buys

1 +$349K
2 +$221K
3 +$220K
4
TSS
Total System Services, Inc.
TSS
+$202K
5
GIS icon
General Mills
GIS
+$139K

Top Sells

1 +$400K
2 +$344K
3 +$255K
4
SO icon
Southern Company
SO
+$219K
5
PG icon
Procter & Gamble
PG
+$214K

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