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
$156M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$6.19M
2 +$3.03M
3 +$3.01M
4
PYPL icon
PayPal
PYPL
+$2.27M
5
BIIB icon
Biogen
BIIB
+$1.99M

Top Sells

1 +$2.96M
2 +$2.17M
3 +$1.56M
4
SLB icon
SLB Limited
SLB
+$1.21M
5
EBAY icon
eBay
EBAY
+$903K

Sector Composition

1 Healthcare 19.62%
2 Financials 19.3%
3 Technology 13.06%
4 Industrials 12.1%
5 Energy 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,048
102
-16,497
103
-10,000
104
-7,500
105
-20,000