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
$442M
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1 +$8.67M
2 +$6.92M
3 +$6.91M
4
MDT icon
Medtronic
MDT
+$6.07M
5
GTLS icon
Chart Industries
GTLS
+$4.86M

Top Sells

1 +$30.3M
2 +$16.8M
3 +$13.4M
4
IAU icon
iShares Gold Trust
IAU
+$12.8M
5
LYB icon
LyondellBasell Industries
LYB
+$8.71M

Sector Composition

1 Healthcare 18.24%
2 Technology 17.84%
3 Industrials 16.02%
4 Financials 11.24%
5 Energy 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$26K 0.01%
490
177
$26K 0.01%
+1,050
178
$26K 0.01%
606
+3
179
$24K 0.01%
+215
180
$24K 0.01%
3,000
181
$23K 0.01%
+302
182
$23K 0.01%
318
183
$23K 0.01%
221
184
$23K 0.01%
+547
185
$22K 0.01%
41
186
$22K 0.01%
304
-1,000
187
$22K 0.01%
1,000
188
$21K ﹤0.01%
271
+2
189
$21K ﹤0.01%
100
190
$21K ﹤0.01%
200
191
$21K ﹤0.01%
59
192
$21K ﹤0.01%
700
193
$20K ﹤0.01%
62
194
$19K ﹤0.01%
+525
195
$19K ﹤0.01%
151
196
$19K ﹤0.01%
118
197
$19K ﹤0.01%
66
+15
198
$19K ﹤0.01%
1,200
+600
199
$18K ﹤0.01%
480
200
$17K ﹤0.01%
167