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
$408M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$3.46M
3
+$2.06M
4
FCX icon
Freeport-McMoran
FCX
+$1.95M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M

Top Sells

1
+$5.63M
2
+$2.87M
3
+$2.62M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$2.54M
5
KMI icon
Kinder Morgan
KMI
+$2.18M

Sector Composition

1 Industrials 18.13%
2 Healthcare 17.84%
3 Technology 16.67%
4 Energy 13.22%
5 Financials 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$50.7K 0.01%
244
152
$50.2K 0.01%
316
+266
153
$49.7K 0.01%
+460
154
$48.9K 0.01%
261
+2
155
$48.5K 0.01%
+2,650
156
$46.2K 0.01%
642
+4
157
$45.9K 0.01%
600
158
$45.5K 0.01%
1,000
159
$43.6K 0.01%
150
160
$42.3K 0.01%
+750
161
$41.8K 0.01%
5,000
162
$41K 0.01%
350
163
$40.3K 0.01%
76
+50
164
$38.2K 0.01%
1,160
165
$37.7K 0.01%
249
+71
166
$36.9K 0.01%
1,228
167
$36.5K 0.01%
511
+336
168
$36K 0.01%
255
169
$35.1K 0.01%
100
170
$35K 0.01%
1,000
171
$34.7K 0.01%
150
172
$34.3K 0.01%
300
173
$32K 0.01%
301
-130
174
$31.8K 0.01%
350
175
$30.5K 0.01%
152
5 6
7
8 9