BCM

Bourgeon Capital Management Portfolio holdings

AUM $550M
1-Year Est. Return 22.29%
This Quarter Est. Return
1 Year Est. Return
+22.29%
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
201
$19.9K ﹤0.01%
+45
202
$19.9K ﹤0.01%
452
203
$19.9K ﹤0.01%
+525
204
$19.8K ﹤0.01%
93
+6
205
$18.3K ﹤0.01%
318
206
$17.9K ﹤0.01%
118
207
$17.7K ﹤0.01%
303
208
$16.2K ﹤0.01%
+100
209
$16K ﹤0.01%
214
210
$15.9K ﹤0.01%
49
211
$15.7K ﹤0.01%
125
212
$15.7K ﹤0.01%
200
213
$15.6K ﹤0.01%
+90
214
$15.2K ﹤0.01%
300
215
$15.1K ﹤0.01%
118
+73
216
$15.1K ﹤0.01%
151
217
$14.9K ﹤0.01%
200
218
$14.8K ﹤0.01%
215
219
$14.7K ﹤0.01%
150
220
$14.4K ﹤0.01%
1,621
+4
221
$14.4K ﹤0.01%
100
222
$14K ﹤0.01%
800
223
$13.9K ﹤0.01%
41
224
$13.8K ﹤0.01%
617
+4
225
$13.7K ﹤0.01%
40