BHC
Bowen Hanes & Co Portfolio holdings
AUM
$3.96B
1-Year Return
26.47%
This Quarter Return
+6.39%
1 Year Return
+26.47%
3 Year Return
+105.54%
5 Year Return
+193.75%
10 Year Return
+554.9%
AUM
$2.32B
AUM Growth
+$65.8M
(+2.9%)
Cap. Flow
-$43.6M
Cap. Flow
% of AUM
-1.87%
Top 10 Holdings %
Top 10 Hldgs %
24.84%
Holding
153
New
9
Increased
60
Reduced
45
Closed
19
Top Buys
| 1 |
NVIDIA
NVDA
|
$24.5M |
| 2 |
Linde
LIN
|
$19.2M |
| 3 |
Marsh & McLennan
MMC
|
$18.9M |
| 4 |
UnitedHealth
UNH
|
$18.3M |
| 5 |
Dow Inc
DOW
|
$9.04M |
Top Sells
| 1 |
ATI
ATI
|
$33M |
| 2 |
Wabtec
WAB
|
$27.7M |
| 3 |
MDP
Meredith Corporation
MDP
|
$25.7M |
| 4 |
FedEx
FDX
|
$25.7M |
| 5 |
3M
MMM
|
$24.5M |
Sector Composition
| 1 | Technology | 29.58% |
| 2 | Industrials | 17.31% |
| 3 | Financials | 11.82% |
| 4 | Healthcare | 11.14% |
| 5 | Consumer Staples | 10.36% |