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
$267M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$307K
2 +$266K
3 +$239K
4
VZ icon
Verizon
VZ
+$201K
5
MO icon
Altria Group
MO
+$76.2K

Top Sells

1 +$1.73M
2 +$551K
3 +$202K
4
DIS icon
Walt Disney
DIS
+$199K
5
SCHW icon
Charles Schwab
SCHW
+$186K

Sector Composition

1 Industrials 30.16%
2 Healthcare 13.47%
3 Consumer Staples 11.9%
4 Financials 11.31%
5 Technology 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$183K 0.07%
13,270
-929
102
-925