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
176
$26.5K 0.01%
262
+1
177
$26.3K 0.01%
300
178
$26.1K 0.01%
133
179
$25.4K 0.01%
458
180
$24.7K 0.01%
1,050
181
$24.2K 0.01%
542
182
$23.3K 0.01%
128
183
$23.2K 0.01%
93
184
$23.1K 0.01%
318
185
$22.5K 0.01%
520
+420
186
$22.4K 0.01%
221
187
$21.9K 0.01%
+72
188
$21.8K 0.01%
304
189
$21.6K 0.01%
453
+1
190
$21.6K 0.01%
533
191
$21.2K 0.01%
704
192
$20.8K 0.01%
277
+1
193
$20.6K ﹤0.01%
45
194
$20.6K ﹤0.01%
90
195
$20.4K ﹤0.01%
700
196
$19.4K ﹤0.01%
305
+2
197
$18.9K ﹤0.01%
59
-500
198
$18.6K ﹤0.01%
200
199
$18.6K ﹤0.01%
1,000
200
$18.2K ﹤0.01%
118