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
$420M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$6.83M
3 +$6.51M
4
TER icon
Teradyne
TER
+$2.76M
5
DIS icon
Walt Disney
DIS
+$1.96M

Top Sells

1 +$6.77M
2 +$6.63M
3 +$4.62M
4
AAPL icon
Apple
AAPL
+$3.2M
5
CRWD icon
CrowdStrike
CRWD
+$2.82M

Sector Composition

1 Technology 18.71%
2 Healthcare 16.32%
3 Industrials 14.51%
4 Financials 12.89%
5 Energy 12.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$79.8K 0.02%
1,595
-925
127
$79.4K 0.02%
365
128
$77.3K 0.02%
2,407
129
$75.4K 0.02%
1,470
130
$71.5K 0.02%
995
131
$67.2K 0.02%
1,218
132
$66.6K 0.02%
4,150
+1,500
133
$62.2K 0.01%
2,175
+285
134
$62.1K 0.01%
274
-7
135
$62K 0.01%
6,000
136
$61.4K 0.01%
12,500
+10,750
137
$60.7K 0.01%
1,600
-20,000
138
$58.6K 0.01%
447
+2
139
$53.9K 0.01%
436
140
$52.5K 0.01%
1,752
141
$51.1K 0.01%
465
+5
142
$50.4K 0.01%
150
143
$46.4K 0.01%
206
-38
144
$45.4K 0.01%
1,000
145
$45.3K 0.01%
300
146
$44.9K 0.01%
262
+1
147
$43.6K 0.01%
116
+16
148
$43.2K 0.01%
+750
149
$42.9K 0.01%
350
150
$41.7K 0.01%
646
+4