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
$154M
AUM Growth
+$4.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$2.77M
2 +$1.44M
3 +$942K
4
LBTYA icon
Liberty Global Class A
LBTYA
+$757K
5
SLB icon
SLB Limited
SLB
+$744K

Top Sells

1 +$1.36M
2 +$653K
3 +$509K
4
OXY icon
Occidental Petroleum
OXY
+$453K
5
POT
Potash Corp Of Saskatchewan
POT
+$443K

Sector Composition

1 Healthcare 21.04%
2 Financials 16.95%
3 Technology 16.2%
4 Industrials 12.11%
5 Energy 11.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,600
102
-26,000
103
-37,750