BCM

Bourgeon Capital Management Portfolio holdings

AUM $614M
1-Year Est. Return 33.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.23M
3
+$378K
4
NUGT icon
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
+$348K
5
NVS icon
Novartis
NVS
+$288K

Top Sells

1
+$2.04M
2
+$1.94M
3
+$1.76M
4
MRK icon
Merck
MRK
+$1.3M
5
JPM icon
JPMorgan Chase
JPM
+$548K

Sector Composition

1 Technology 21.69%
2 Financials 18.3%
3 Healthcare 17.79%
4 Energy 13.84%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-8,000
77
– –
-111
1 2 3
4