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
$263M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$595K
2
+$354K
3
+$333K
4
FLR icon
Fluor
FLR
+$202K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$161K

Top Sells

1
+$585K
2
+$374K
3
+$325K
4
PG icon
Procter & Gamble
PG
+$322K
5
DE icon
Deere & Co
DE
+$279K

Sector Composition

1 Industrials 29%
2 Healthcare 16.08%
3 Consumer Staples 11.99%
4 Energy 10.37%
5 Financials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$202K 0.08%
+5,825
102
$136K 0.05%
+11,700
1 2 3 4
5