BCM

Bourgeon Capital Management Portfolio holdings

AUM $550M
1-Year Est. Return 22.29%
This Quarter Est. Return
1 Year Est. Return
+22.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$330M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$6.72M
3
+$5.35M
4
GTLS icon
Chart Industries
GTLS
+$4.93M
5
J icon
Jacobs Solutions
J
+$3.95M

Top Sells

1
+$7.44M
2
+$4.57M
3
+$4.54M
4
IAU icon
iShares Gold Trust
IAU
+$3.2M
5
AAPL icon
Apple
AAPL
+$870K

Sector Composition

1 Technology 18.08%
2 Healthcare 17.45%
3 Industrials 15.82%
4 Financials 11.35%
5 Energy 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
+11
252
$2K ﹤0.01%
3
253
$2K ﹤0.01%
+41
254
$2K ﹤0.01%
40
-40
255
$2K ﹤0.01%
+14
256
$2K ﹤0.01%
+45
257
$2K ﹤0.01%
+12
258
$2K ﹤0.01%
+47
259
$2K ﹤0.01%
+16
260
$2K ﹤0.01%
+97
261
$2K ﹤0.01%
+23
262
$2K ﹤0.01%
+4
263
$2K ﹤0.01%
150
264
$2K ﹤0.01%
10
265
$2K ﹤0.01%
+39
266
$2K ﹤0.01%
80
267
$1K ﹤0.01%
+29
268
$1K ﹤0.01%
+186
269
$1K ﹤0.01%
+11
270
$1K ﹤0.01%
+24
271
$1K ﹤0.01%
+25
272
$1K ﹤0.01%
+7
273
$1K ﹤0.01%
+7
274
$1K ﹤0.01%
+6
275
$1K ﹤0.01%
+2
9 10
11
12 13