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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
$364M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$3.25M
3
+$2.93M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$2.53M
5
SPLK
Splunk Inc
SPLK
+$2.5M

Top Sells

1
+$7.64M
2
+$4.88M
3
+$2.05M
4
IFF icon
International Flavors & Fragrances
IFF
+$1.8M
5
NVST icon
Envista
NVST
+$1.44M

Sector Composition

1 Healthcare 19.89%
2 Technology 16.5%
3 Industrials 16.33%
4 Energy 13.2%
5 Financials 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$0 ﹤0.01%
13
452
$0 ﹤0.01%
+9
453
– –
-4,700
454
$0 ﹤0.01%
5
455
$0 ﹤0.01%
+4
456
$0 ﹤0.01%
+21
457
$0 ﹤0.01%
+9
458
– –
-15,200
459
$0 ﹤0.01%
+11
460
$0 ﹤0.01%
+6
461
$0 ﹤0.01%
1
462
$0 ﹤0.01%
+2
463
$0 ﹤0.01%
+7
464
$0 ﹤0.01%
9
465
$0 ﹤0.01%
+10
466
– –
-36
15 16 17 18
19