BHC

Bowen Hanes & Co Portfolio holdings

AUM $3.99B
1-Year Est. Return 24.77%
This Quarter Est. Return
1 Year Est. Return
+24.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.13B
AUM Growth
+$85.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$23.8M
3
+$20.5M
4
KMT icon
Kennametal
KMT
+$18.4M
5
SEDG icon
SolarEdge
SEDG
+$15.5M

Top Sells

1
+$33.4M
2
+$29M
3
+$25.3M
4
XOM icon
Exxon Mobil
XOM
+$19.3M
5
LEG icon
Leggett & Platt
LEG
+$18.8M

Sector Composition

1 Industrials 24.45%
2 Technology 20.65%
3 Financials 11.71%
4 Healthcare 9.65%
5 Materials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.33M 0.06%
25,595
-2,001
102
$1.29M 0.06%
10,365
103
$1.17M 0.06%
15,145
104
$1.04M 0.05%
10,929
+170
105
$941K 0.04%
12,887
106
$915K 0.04%
24,980
107
$840K 0.04%
14,495
108
$802K 0.04%
4,500
109
$791K 0.04%
15,586
+100
110
$735K 0.03%
14,865
+2,680
111
$692K 0.03%
5,235
112
$689K 0.03%
10,805
113
$667K 0.03%
14,796
114
$663K 0.03%
33,050
-33,774
115
$655K 0.03%
46,656
116
$636K 0.03%
12,854
117
$615K 0.03%
5,095
118
$534K 0.03%
10,960
119
$518K 0.02%
12,295
-3,500
120
$489K 0.02%
6,285
+2,230
121
$478K 0.02%
9,890
122
$459K 0.02%
21,745
+3,180
123
$402K 0.02%
1,580
-20
124
$394K 0.02%
2,765
125
$365K 0.02%
18,000
2 3 4
5
6