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
$1.74B
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$25.3M
3
+$22.9M
4
WOOF
VCA Inc.
WOOF
+$21.8M
5
WAB icon
Wabtec
WAB
+$18.1M

Top Sells

1
+$19.4M
2
+$17.7M
3
+$17.5M
4
BNS icon
Scotiabank
BNS
+$17.4M
5
BDC icon
Belden
BDC
+$17.4M

Sector Composition

1 Industrials 18.37%
2 Consumer Staples 14.96%
3 Technology 13.89%
4 Healthcare 11.68%
5 Consumer Discretionary 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,800
152
– –
-32,049
153
– –
-4,300
154
– –
-6,300
3 4 5 6
7