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
$181M
AUM Growth
-$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$6.12M
2 +$545K
3 +$492K
4
C icon
Citigroup
C
+$491K
5
FDX icon
FedEx
FDX
+$472K

Top Sells

1 +$342K
2 +$317K
3 +$280K
4
VMC icon
Vulcan Materials
VMC
+$263K
5
BMY icon
Bristol-Myers Squibb
BMY
+$251K

Sector Composition

1 Industrials 24.62%
2 Healthcare 16.08%
3 Consumer Staples 15.53%
4 Financials 9.82%
5 Technology 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,824