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
+$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.4M
2 +$1.2M
3 +$1.03M
4
FTV icon
Fortive
FTV
+$987K
5
AAPL icon
Apple
AAPL
+$749K

Top Sells

1 +$3.09M
2 +$2.86M
3 +$938K
4
RCMT icon
RCM Technologies
RCMT
+$890K
5
BIIB icon
Biogen
BIIB
+$675K

Sector Composition

1 Healthcare 19.57%
2 Technology 18.31%
3 Financials 17.57%
4 Energy 12.04%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-15,000
102
-79,000
103
-15,000
104
-10,000