BHC

Bowen Hanes & Co Portfolio holdings

AUM $3.99B
1-Year Est. Return 27.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$17M
2 +$11.4M
3 +$9.13M
4
VET icon
Vermilion Energy
VET
+$4.62M
5
LDOS icon
Leidos
LDOS
+$4.45M

Top Sells

1 +$19.6M
2 +$7.77M
3 +$7.31M
4
GILD icon
Gilead Sciences
GILD
+$6.93M
5
SAIC icon
Saic
SAIC
+$5.37M

Sector Composition

1 Industrials 24.13%
2 Technology 14.09%
3 Consumer Staples 10.81%
4 Healthcare 8.29%
5 Materials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-7,500
127
-2,000