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
$408M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$3.46M
3
+$2.06M
4
FCX icon
Freeport-McMoran
FCX
+$1.95M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M

Top Sells

1
+$5.63M
2
+$2.87M
3
+$2.62M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$2.54M
5
KMI icon
Kinder Morgan
KMI
+$2.18M

Sector Composition

1 Industrials 18.13%
2 Healthcare 17.84%
3 Technology 16.67%
4 Energy 13.22%
5 Financials 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.46K ﹤0.01%
25
277
$4.41K ﹤0.01%
7
-4
278
$4.4K ﹤0.01%
240
279
$4.34K ﹤0.01%
236
+50
280
$4.3K ﹤0.01%
+150
281
$4.24K ﹤0.01%
340
282
$4.06K ﹤0.01%
270
283
$3.99K ﹤0.01%
+73
284
$3.98K ﹤0.01%
30
-30
285
$3.81K ﹤0.01%
+58
286
$3.81K ﹤0.01%
+100
287
$3.71K ﹤0.01%
117
288
$3.7K ﹤0.01%
+100
289
$3.69K ﹤0.01%
30
290
$3.58K ﹤0.01%
15
-8
291
$3.49K ﹤0.01%
+757
292
$3.42K ﹤0.01%
50
293
$3.37K ﹤0.01%
10
-8
294
$3.11K ﹤0.01%
10
295
$3K ﹤0.01%
500
296
$2.84K ﹤0.01%
8
297
$2.79K ﹤0.01%
350
298
$2.78K ﹤0.01%
72
-39
299
$2.68K ﹤0.01%
2,000
-9,853
300
$2.65K ﹤0.01%
8
10 11
12
13 14