BHC
Bowen Hanes & Co Portfolio holdings
AUM
$3.99B
1-Year Est. Return
24.77%
1 Year Est. Return
+24.77%
AUM
$3.99B
AUM Growth
+$30.8M
(+0.78%)
Holding
157
Top Buys
| 1 | +$55.1M | |
| 2 | +$47.8M | |
| 3 | +$47.6M | |
| 4 |
Arista Networks
ANET
|
+$47.4M |
| 5 |
Xylem
XYL
|
+$43.3M |
Top Sells
| 1 | +$62.8M | |
| 2 | +$57.9M | |
| 3 | +$36.7M | |
| 4 |
Boston Scientific
BSX
|
+$36.4M |
| 5 |
American International
AIG
|
+$36M |
Sector Composition
| 1 | Technology | 29.64% |
| 2 | Industrials | 19.75% |
| 3 | Financials | 12.74% |
| 4 | Healthcare | 8.43% |
| 5 | Consumer Discretionary | 5.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Intuit
INTU
$176B
| – | – |
-286
|
|
||
152
Mid-America Apartment Communities
MAA
$15.8B
| – | – |
-100,000
|
|
||
153
McKesson
MCK
$106B
| – | – |
-705
|
|
||
154
Manulife Financial
MFC
$59.2B
| – | – |
-9,205
|
|