BCM

Bourgeon Capital Management Portfolio holdings

AUM $614M
1-Year Est. Return 33.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.41%
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
+$5.89M
2
+$2.99M
3
+$2.99M
4
PYPL icon
PayPal
PYPL
+$2.21M
5
BIIB icon
Biogen
BIIB
+$1.86M

Top Sells

1
+$2.96M
2
+$2.17M
3
+$1.64M
4
SLB icon
SLB Ltd
SLB
+$1.3M
5
APC
Anadarko Petroleum
APC
+$1.1M

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
1 2 3 4
5