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
$251M
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$421K
2
+$120K
3
+$64.7K
4
VZ icon
Verizon
VZ
+$40.6K
5
MMM icon
3M
MMM
+$26.5K

Top Sells

1
+$739K
2
+$535K
3
+$465K
4
GE icon
GE Aerospace
GE
+$457K
5
DE icon
Deere & Co
DE
+$436K

Sector Composition

1 Industrials 25.39%
2 Healthcare 17.21%
3 Consumer Staples 13.07%
4 Financials 9.86%
5 Energy 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-8,500
102
– –
-7,000
103
– –
-1,769
104
– –
-6,600
105
– –
-775
1 2 3 4
5