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
$205M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$319K
2 +$96.9K
3 +$62.2K
4
XOM icon
Exxon Mobil
XOM
+$58K
5
IBM icon
IBM
IBM
+$52K

Top Sells

1 +$738K
2 +$570K
3 +$529K
4
GT icon
Goodyear
GT
+$488K
5
CAT icon
Caterpillar
CAT
+$477K

Sector Composition

1 Industrials 24.6%
2 Healthcare 16.3%
3 Consumer Staples 13.37%
4 Financials 9.18%
5 Energy 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,600
102
-2,049