BCM
Bourgeon Capital Management Portfolio holdings
AUM
$507M
This Quarter Return
+1.39%
1 Year Return
+16.76%
3 Year Return
+67.53%
5 Year Return
+120.98%
10 Year Return
+303.02%
AUM
$510M
AUM Growth
+$510M
(-0.16%)
Cap. Flow
+$56K
Cap. Flow
% of AUM
0.01%
Top 10 Holdings %
Top 10 Hldgs %
34.71%
Holding
117
New
5
Increased
63
Reduced
25
Closed
8
Top Buys
| 1 |
NVIDIA
NVDA
|
$4.14M |
| 2 |
Mondelez International
MDLZ
|
$4.06M |
| 3 |
CSX Corp
CSX
|
$3.76M |
| 4 |
Accenture
ACN
|
$2.63M |
| 5 |
Advanced Micro Devices
AMD
|
$2.52M |
Top Sells
| 1 |
Freeport-McMoran
FCX
|
$5.7M |
| 2 |
Teradyne
TER
|
$4.92M |
| 3 |
Jacobs Solutions
J
|
$4.9M |
| 4 |
Qualcomm
QCOM
|
$3.2M |
| 5 |
Analog Devices
ADI
|
$1.56M |
Sector Composition
| 1 | Healthcare | 19.03% |
| 2 | Technology | 18.26% |
| 3 | Industrials | 14.98% |
| 4 | Financials | 13.5% |
| 5 | Energy | 10.5% |
