BHC

Bowen Hanes & Co Portfolio holdings

AUM $3.96B
1-Year Est. Return 26.47%
This Quarter Est. Return
1 Year Est. Return
+26.47%
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 +$39.5M
2 +$37M
3 +$35.3M
4
AKAM icon
Akamai
AKAM
+$32.1M
5
AZTA icon
Azenta
AZTA
+$23.8M

Top Sells

1 +$40.9M
2 +$33.3M
3 +$32.6M
4
BHP icon
BHP
BHP
+$29.1M
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