BCM

Bourgeon Capital Management Portfolio holdings

AUM $550M
1-Year Est. Return 22.29%
This Quarter Est. Return
1 Year Est. Return
+22.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$4.26M
3
+$4.04M
4
DD icon
DuPont de Nemours
DD
+$2.44M
5
MPC icon
Marathon Petroleum
MPC
+$2.25M

Top Sells

1
+$3.83M
2
+$3.03M
3
+$2.81M
4
PSX icon
Phillips 66
PSX
+$1.85M
5
BDX icon
Becton Dickinson
BDX
+$1.46M

Sector Composition

1 Healthcare 20.08%
2 Financials 15.93%
3 Technology 14.47%
4 Energy 12.02%
5 Industrials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$37K 0.02%
+2,324
127
$36K 0.02%
+241
128
$35K 0.02%
+346
129
$32K 0.02%
+944
130
$30K 0.02%
+130
131
$30K 0.02%
+188
132
$29K 0.02%
+1,021
133
$28K 0.02%
+150
134
$28K 0.02%
+328
135
$28K 0.02%
+152
136
$28K 0.02%
46
+14
137
$27K 0.01%
+475
138
$26K 0.01%
+1,000
139
$26K 0.01%
+446
140
$25K 0.01%
+1,000
141
$25K 0.01%
+321
142
$24K 0.01%
+464
143
$23K 0.01%
+120
144
$23K 0.01%
+150
145
$23K 0.01%
+260
146
$22K 0.01%
+200
147
$21K 0.01%
+151
148
$21K 0.01%
+170
149
$20K 0.01%
+1,051
150
$20K 0.01%
3,700
+550
4 5
6
7 8