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
$3.29B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$37M
2 +$35.5M
3 +$30.7M
4
GNRC icon
Generac Holdings
GNRC
+$28.5M
5
AZTA icon
Azenta
AZTA
+$24.2M

Top Sells

1 +$40.9M
2 +$34.4M
3 +$33.5M
4
BHP icon
BHP
BHP
+$29.6M
5
CLX icon
Clorox
CLX
+$27.7M

Sector Composition

1 Technology 24.94%
2 Industrials 20.77%
3 Financials 14.06%
4 Healthcare 9.82%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-106,840
152
-395,000