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

Top Buys

1 +$276K
2 +$263K
3 +$257K
4
VZ icon
Verizon
VZ
+$207K
5
MO icon
Altria Group
MO
+$87K

Top Sells

1 +$1.98M
2 +$407K
3 +$202K
4
SCHW icon
Charles Schwab
SCHW
+$200K
5
DIS icon
Walt Disney
DIS
+$199K

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