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
176
$28.9K 0.01%
1,050
177
$28.6K 0.01%
261
+2
178
$28.5K 0.01%
400
179
$28K 0.01%
206
180
$27.7K 0.01%
133
181
$27.4K 0.01%
260
182
$27.2K 0.01%
533
183
$26.8K 0.01%
1,065
+510
184
$26K 0.01%
750
185
$25.9K 0.01%
475
186
$25.6K 0.01%
17,500
-3,000
187
$25.5K 0.01%
300
+100
188
$25.1K 0.01%
458
189
$24.8K 0.01%
542
+250
190
$24.5K 0.01%
490
191
$23.1K 0.01%
128
+110
192
$23K 0.01%
+515
193
$22.7K 0.01%
13,100
-7,500
194
$21.8K 0.01%
704
+224
195
$21.7K 0.01%
276
+2
196
$21.7K 0.01%
221
197
$21.6K 0.01%
1,000
198
$20.9K 0.01%
304
199
$20.3K 0.01%
500
200
$20.2K 0.01%
700
6 7
8
9 10