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
$2.04B
AUM Growth
-$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$30.1M
3
+$27.7M
4
WM icon
Waste Management
WM
+$27.6M
5
CLX icon
Clorox
CLX
+$25.2M

Top Sells

1
+$35.6M
2
+$32.1M
3
+$32M
4
FMC icon
FMC
FMC
+$31M
5
FSLR icon
First Solar
FSLR
+$30.4M

Sector Composition

1 Technology 27.46%
2 Industrials 16.51%
3 Consumer Staples 13.56%
4 Financials 12.6%
5 Healthcare 11.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-130,150
152
– –
-3,744
153
– –
-254,000
3 4 5 6
7