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BCM

Bourgeon Capital Management Portfolio holdings

AUM $574M
1-Year Est. Return 41.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$465M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$7.25M
3
+$6.7M
4
MOS icon
The Mosaic Company
MOS
+$3.1M
5
CTRA
Coterra Energy
CTRA
+$2.89M

Top Sells

1
+$8.08M
2
+$6.34M
3
+$4.92M
4
LYB icon
LyondellBasell Industries
LYB
+$4.18M
5
NVDA icon
NVIDIA
NVDA
+$4.11M

Sector Composition

1 Technology 18.55%
2 Healthcare 16.84%
3 Financials 12.39%
4 Industrials 12.17%
5 Energy 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-200
277
$0 ﹤0.01%
3
278
– –
-5,000
279
– –
-23
280
$0 ﹤0.01%
50
281
$0 ﹤0.01%
+1
282
$0 ﹤0.01%
9
283
$0 ﹤0.01%
12
284
$0 ﹤0.01%
+2
285
$0 ﹤0.01%
2
286
– –
-15,000
287
$0 ﹤0.01%
3
288
– –
-3,750
289
$0 ﹤0.01%
1
290
– –
-1,000
291
– –
-15,500
292
– –
-250
293
– –
-222
294
$0 ﹤0.01%
+2
295
– –
-24,600
296
$0 ﹤0.01%
+31
297
$0 ﹤0.01%
1
298
– –
-31,350
299
$0 ﹤0.01%
13
8 9 10 11
12