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

Top Buys

1 +$357K
2 +$189K
3 +$140K
4
IBM icon
IBM
IBM
+$129K
5
CCL icon
Carnival Corp
CCL
+$124K

Top Sells

1 +$2.72M
2 +$1.11M
3 +$526K
4
JNJ icon
Johnson & Johnson
JNJ
+$495K
5
MRK icon
Merck
MRK
+$420K

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
-1,246