BOURGEON CAPITAL MANAGEMENT LLC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for BOURGEON CAPITAL MANAGEMENT LLC, 27% allocated to Technology.
- Top Sector
- Technology (27%)
- Market Cap Focus
- Large Cap
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
No industry data available
Market Cap Distribution
Portfolio Concentration
No concentration data available
Geographic Exposure
Portfolio breakdown by country of incorporation
No geographic data available
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 29.1 quarters
- Avg. Top 20
- 26.1 quarters
- Avg. All Positions
- 16.5 quarters
- Median Holding Period
- 11 quarters
- Persistence Rate
- 64.76%
- Persistent Holdings Weight
- 77.19%
- Persistent Positions
- 68
- Longest Held
JPMorgan Chase & Co.JPM - 49 quarters
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.07%
- Avg. Position Weight
- 0.95%
- Largest Position
Alphabet Inc. Class A Common StockGOOGL - 5.87%- Largest Ownership Stake
Cohen & Steers Inc.CNS - 0.29%- Avg. Ownership Stake
- 0.02%
- Ownership Stake >5%
- 0
- Ownership Stake >1%
- 0
Historical (Since Q2 2013)
- Avg. New Position
- 0.31%
- Avg. Ownership Stake
- 0.03%
- Largest Position
Kinder Morgan, Inc.KMI - 17.34% (Q4 2014)- Largest Ownership Stake
RCM Technologies IncRCMT - 3.97% (Q3 2015)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 7.7%
- Value Traded
- $40.46M
- Positions Added
- 3
- Positions Exited
- 10
Historical (Since Q2 2013)
- Avg. Turnover Ratio
- 11.4%
- Avg. Positions Added
- 21
- Avg. Positions Exited
- 24
- Highest Turnover
- 21.6%Q4 2014
- Lowest Turnover
- 4.0%Q3 2018