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
$253M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$253K
2 +$202K
3 +$109K
4
KMI icon
Kinder Morgan
KMI
+$80.3K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$22.1K

Top Sells

1 +$507K
2 +$498K
3 +$464K
4
LLY icon
Eli Lilly
LLY
+$344K
5
AXP icon
American Express
AXP
+$318K

Sector Composition

1 Industrials 30.01%
2 Healthcare 14.83%
3 Consumer Staples 10.95%
4 Financials 10.21%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$202K 0.08%
+775
102
$143K 0.06%
11,700
-1,000
103
-28,681