BCM

Bourgeon Capital Management Portfolio holdings

AUM $507M
1-Year Est. Return 16.76%
This Quarter Est. Return
1 Year Est. Return
+16.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$4.06M
2 +$3.37M
3 +$1.91M
4
ETN icon
Eaton
ETN
+$1.87M
5
CVS icon
CVS Health
CVS
+$1.05M

Top Sells

1 +$4.23M
2 +$2.92M
3 +$2.65M
4
NKE icon
Nike
NKE
+$2.57M
5
PANW icon
Palo Alto Networks
PANW
+$2.29M

Sector Composition

1 Healthcare 22.17%
2 Financials 17.1%
3 Technology 16.45%
4 Energy 12.54%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,813
77
-34,623
78
-54,555
79
-6,145
80
-2,500
81
-12,450
82
-26,500