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
$3.26B
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$28.3M
2 +$26.9M
3 +$24.8M
4
PSTG icon
Pure Storage
PSTG
+$22.6M
5
PANW icon
Palo Alto Networks
PANW
+$20.1M

Top Sells

1 +$39M
2 +$35.3M
3 +$34.4M
4
TKR icon
Timken Company
TKR
+$29.4M
5
AKAM icon
Akamai
AKAM
+$29.2M

Sector Composition

1 Technology 26.37%
2 Industrials 16.8%
3 Financials 15.27%
4 Healthcare 10.34%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$212K 0.01%
1,921
152
$202K 0.01%
4,219
153
-365,000
154
-250,000
155
-425,000
156
-3,739