BCM
Bourgeon Capital Management Portfolio holdings
AUM
$507M
1-Year Return
16.76%
This Quarter Return
+3.46%
1 Year Return
+16.76%
3 Year Return
+67.53%
5 Year Return
+120.98%
10 Year Return
+303.02%
AUM
$420M
AUM Growth
+$12.4M
(+3.1%)
Cap. Flow
-$316K
Cap. Flow
% of AUM
-0.08%
Top 10 Holdings %
Top 10 Hldgs %
32.73%
Holding
384
New
10
Increased
69
Reduced
55
Closed
63
Top Buys
| 1 |
PNC Financial Services
PNC
|
$10.3M |
| 2 |
Amazon
AMZN
|
$6.83M |
| 3 |
Accenture
ACN
|
$6.51M |
| 4 |
Teradyne
TER
|
$2.76M |
| 5 |
Walt Disney
DIS
|
$1.96M |
Top Sells
| 1 |
Wabtec
WAB
|
$6.77M |
| 2 |
NVIDIA
NVDA
|
$6.63M |
| 3 |
Eaton
ETN
|
$4.62M |
| 4 |
Apple
AAPL
|
$3.2M |
| 5 |
CrowdStrike
CRWD
|
$2.82M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Healthcare | 16.32% |
| 3 | Industrials | 14.51% |
| 4 | Financials | 12.89% |
| 5 | Energy | 12.29% |
