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
$226M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$452K
2 +$233K
3 +$170K
4
MSFT icon
Microsoft
MSFT
+$159K
5
IBM icon
IBM
IBM
+$143K

Top Sells

1 +$2.93M
2 +$1.09M
3 +$540K
4
JNJ icon
Johnson & Johnson
JNJ
+$513K
5
CLX icon
Clorox
CLX
+$438K

Sector Composition

1 Industrials 26.34%
2 Healthcare 16.43%
3 Consumer Staples 12.94%
4 Financials 10.44%
5 Energy 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,530