BCM

Birmingham Capital Management Portfolio holdings

AUM $218M
1-Year Est. Return 14.13%
This Quarter Est. Return
1 Year Est. Return
+14.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
-$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$264K
2 +$216K
3 +$216K
4
ABBV icon
AbbVie
ABBV
+$144K
5
SLB icon
SLB Ltd
SLB
+$71.8K

Top Sells

1 +$642K
2 +$523K
3 +$348K
4
DE icon
Deere & Co
DE
+$331K
5
LLY icon
Eli Lilly
LLY
+$280K

Sector Composition

1 Industrials 24.73%
2 Consumer Staples 14.63%
3 Healthcare 14.45%
4 Financials 10.46%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,049