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
$242M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$872K
2
+$670K
3
+$593K
4
JPM icon
JPMorgan Chase
JPM
+$558K
5
IBM icon
IBM
IBM
+$530K

Top Sells

1
+$817K
2
+$591K
3
+$267K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$258K
5
GLW icon
Corning
GLW
+$210K

Sector Composition

1 Industrials 29.39%
2 Healthcare 15.85%
3 Consumer Staples 11.58%
4 Energy 10.93%
5 Financials 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$204K 0.08%
+1,769
102
$158K 0.07%
12,700
+1,000
103
– –
-3,283
104
– –
-6,000
1 2 3 4
5