BCM

Bourgeon Capital Management Portfolio holdings

AUM $507M
1-Year Est. Return 16.76%
This Quarter Est. Return
1 Year Est. Return
+16.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442M
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1 +$8.67M
2 +$6.92M
3 +$6.91M
4
MDT icon
Medtronic
MDT
+$6.07M
5
GTLS icon
Chart Industries
GTLS
+$4.86M

Top Sells

1 +$30.3M
2 +$16.8M
3 +$13.4M
4
IAU icon
iShares Gold Trust
IAU
+$12.8M
5
LYB icon
LyondellBasell Industries
LYB
+$8.71M

Sector Composition

1 Healthcare 18.24%
2 Technology 17.84%
3 Industrials 16.02%
4 Financials 11.24%
5 Energy 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$11K ﹤0.01%
300
227
$11K ﹤0.01%
30
228
$10K ﹤0.01%
76
+75
229
$10K ﹤0.01%
38
230
$9K ﹤0.01%
+3,541
231
$9K ﹤0.01%
230
232
$9K ﹤0.01%
125
233
$9K ﹤0.01%
90
234
$9K ﹤0.01%
+389
235
$9K ﹤0.01%
50
236
$9K ﹤0.01%
47
237
$8K ﹤0.01%
186
238
$8K ﹤0.01%
50
239
$8K ﹤0.01%
25
240
$7K ﹤0.01%
168
241
$7K ﹤0.01%
175
242
$7K ﹤0.01%
5
243
$7K ﹤0.01%
147
244
$7K ﹤0.01%
38
245
$6K ﹤0.01%
130
246
$6K ﹤0.01%
72
+2
247
$6K ﹤0.01%
30
248
$6K ﹤0.01%
+2,700
249
$6K ﹤0.01%
+340
250
$6K ﹤0.01%
39
+13