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
$160M
AUM Growth
+$926K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$2.75M
2 +$2.54M
3 +$976K
4
RIO icon
Rio Tinto
RIO
+$927K
5
BIVV
Bioverativ Inc. Common Stock
BIVV
+$376K

Top Sells

1 +$4.9M
2 +$2.78M
3 +$2.28M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.56M
5
CTSH icon
Cognizant
CTSH
+$724K

Sector Composition

1 Healthcare 19.03%
2 Technology 16.15%
3 Financials 15.62%
4 Energy 12.95%
5 Industrials 12.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2
102
-12,500
103
-11,000
104
-8,450
105
-10,000