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
$536M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$9.6M
2 +$9.54M
3 +$9.1M
4
SNOW icon
Snowflake
SNOW
+$5.85M
5
ASML icon
ASML
ASML
+$3.47M

Top Sells

1 +$6.77M
2 +$6.57M
3 +$5.6M
4
APTV icon
Aptiv
APTV
+$4.77M
5
AMGN icon
Amgen
AMGN
+$3.7M

Sector Composition

1 Technology 20.93%
2 Healthcare 17.09%
3 Industrials 15.79%
4 Financials 13.49%
5 Energy 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-15,518
127
-353,832
128
-5,900
129
-3,301
130
-8,795