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
$239M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$268K
2 +$77.3K
3 +$9.91K
4
SHEL icon
Shell
SHEL
+$302

Top Sells

1 +$980K
2 +$957K
3 +$867K
4
CVX icon
Chevron
CVX
+$651K
5
PG icon
Procter & Gamble
PG
+$615K

Sector Composition

1 Industrials 30.49%
2 Healthcare 15.6%
3 Consumer Staples 12.32%
4 Energy 9.04%
5 Financials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$210K 0.09%
6,000
102
$177K 0.07%
11,700