BCM
Bourgeon Capital Management Portfolio holdings
AUM
$507M
1-Year Return
16.76%
This Quarter Return
-0.26%
1 Year Return
+16.76%
3 Year Return
+67.53%
5 Year Return
+120.98%
10 Year Return
+303.02%
AUM
$183M
AUM Growth
-$51K
(-0.03%)
Cap. Flow
+$537K
Cap. Flow
% of AUM
0.29%
Top 10 Holdings %
Top 10 Hldgs %
35.77%
Holding
91
New
4
Increased
29
Reduced
31
Closed
17
Top Buys
| 1 |
Eaton
ETN
|
$2.79M |
| 2 |
DuPont de Nemours
DD
|
$2.01M |
| 3 |
Bank of America
BAC
|
$1.96M |
| 4 |
Biogen
BIIB
|
$1.54M |
| 5 |
Accenture
ACN
|
$1.49M |
Top Sells
| 1 |
Liberty Global Class A
LBTYA
|
$3.03M |
| 2 |
Becton Dickinson
BDX
|
$1.51M |
| 3 |
Apple
AAPL
|
$1.28M |
| 4 |
Palo Alto Networks
PANW
|
$1.14M |
| 5 |
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% |
