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
$1.99B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$20.3M
2 +$19.8M
3 +$15.9M
4
NUE icon
Nucor
NUE
+$15.5M
5
PARA
Paramount Global Class B
PARA
+$15.3M

Top Sells

1 +$18.2M
2 +$16.6M
3 +$16.4M
4
KR icon
Kroger
KR
+$14.7M
5
HBAN icon
Huntington Bancshares
HBAN
+$13.6M

Sector Composition

1 Industrials 22.75%
2 Technology 18.9%
3 Financials 10.91%
4 Consumer Staples 9.9%
5 Materials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-21,600