BCM
Bourgeon Capital Management Portfolio holdings
AUM
$507M
This Quarter Return
+1.09%
1 Year Return
+16.76%
3 Year Return
+67.53%
5 Year Return
+120.98%
10 Year Return
+303.02%
AUM
$163M
AUM Growth
+$163M
(-0.33%)
Cap. Flow
+$19.6K
Cap. Flow
% of AUM
0.01%
Top 10 Holdings %
Top 10 Hldgs %
27.46%
Holding
117
New
20
Increased
29
Reduced
48
Closed
11
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$2.24M |
| 2 |
Visa
V
|
$2.16M |
| 3 |
ASNA
Ascena Retail Group, Inc.
ASNA
|
$1.65M |
| 4 |
HCA Healthcare
HCA
|
$1.59M |
| 5 |
Waste Connections
WCN
|
$1.38M |
Top Sells
| 1 |
Republic Services
RSG
|
$3.8M |
| 2 |
FormFactor
FORM
|
$3.29M |
| 3 |
Toll Brothers
TOL
|
$2.18M |
| 4 |
Target
TGT
|
$1.84M |
| 5 |
CLVS
Clovis Oncology, Inc.
CLVS
|
$1.46M |
Sector Composition
| 1 | Energy | 15.1% |
| 2 | Technology | 15.06% |
| 3 | Industrials | 14.56% |
| 4 | Healthcare | 12.87% |
| 5 | Financials | 11.79% |
