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

Top Buys

1 +$7.25M
2 +$782K
3 +$760K
4
GE icon
GE Aerospace
GE
+$734K
5
MET icon
MetLife
MET
+$643K

Top Sells

1 +$342K
2 +$320K
3 +$317K
4
BMY icon
Bristol-Myers Squibb
BMY
+$275K
5
VMC icon
Vulcan Materials
VMC
+$263K

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