BCM
Bourgeon Capital Management Portfolio holdings
AUM
$507M
This Quarter Return
+14.67%
1 Year Return
+16.76%
3 Year Return
+67.53%
5 Year Return
+120.98%
10 Year Return
+303.02%
AUM
$507M
AUM Growth
+$507M
(+9.1%)
Cap. Flow
-$5.71M
Cap. Flow
% of AUM
-1.13%
Top 10 Holdings %
Top 10 Hldgs %
33.63%
Holding
122
New
17
Increased
39
Reduced
39
Closed
15
Top Buys
| 1 |
Eli Lilly
LLY
|
$9.32M |
| 2 |
Vistra
VST
|
$8.28M |
| 3 |
Confluent
CFLT
|
$7.99M |
| 4 |
Teva Pharmaceuticals
TEVA
|
$6.09M |
| 5 |
Illumina
ILMN
|
$5.86M |
Top Sells
| 1 |
UnitedHealth
UNH
|
$11.6M |
| 2 |
EQT Corp
EQT
|
$11M |
| 3 |
Amgen
AMGN
|
$10.1M |
| 4 |
Quanta Services
PWR
|
$7.32M |
| 5 |
Enterprise Products Partners
EPD
|
$6.61M |
Sector Composition
| 1 | Technology | 25.84% |
| 2 | Industrials | 15.35% |
| 3 | Financials | 14.52% |
| 4 | Healthcare | 13.67% |
| 5 | Energy | 6.43% |
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