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

Top Buys

1
+$2.87M
2
+$2.25M
3
+$2.06M
4
BIIB icon
Biogen
BIIB
+$1.74M
5
ACN icon
Accenture
ACN
+$1.54M

Top Sells

1
+$3.03M
2
+$1.57M
3
+$1.31M
4
PANW icon
Palo Alto Networks
PANW
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$969K

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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90
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91
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-3,750
1 2 3
4