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
$194M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.19M
3
+$401K
4
NVS icon
Novartis
NVS
+$301K
5
NUGT icon
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
+$259K

Top Sells

1
+$2.03M
2
+$1.94M
3
+$1.81M
4
MRK icon
Merck
MRK
+$1.38M
5
LLL
L3 Technologies, Inc.
LLL
+$546K

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