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
$1.79B
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$26.4M
2 +$25.1M
3 +$21.6M
4
SNA icon
Snap-on
SNA
+$20.5M
5
SPWR
SunPower Corporation Common Stock
SPWR
+$19.8M

Top Sells

1 +$22.4M
2 +$22.1M
3 +$21.6M
4
COL
Rockwell Collins
COL
+$21.3M
5
NVS icon
Novartis
NVS
+$21M

Sector Composition

1 Industrials 19.65%
2 Technology 16.41%
3 Consumer Staples 15.66%
4 Financials 9.07%
5 Healthcare 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-24,000