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
$183M
AUM Growth
-$51K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.01M
3
+$1.96M
4
BIIB icon
Biogen
BIIB
+$1.54M
5
ACN icon
Accenture
ACN
+$1.49M

Top Sells

1
+$3.03M
2
+$1.51M
3
+$1.28M
4
PANW icon
Palo Alto Networks
PANW
+$1.14M
5
MSFT icon
Microsoft
MSFT
+$968K

Sector Composition

1 Technology 19.95%
2 Financials 19.85%
3 Healthcare 18.74%
4 Energy 11.87%
5 Materials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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79
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80
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-4
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-625
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86
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87
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-550
88
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-7,000
89
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-25,000
90
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-2,550
91
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-3,750
1 2 3
4