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
$2.82B
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$30.1M
3
+$29.5M
4
TKR icon
Timken Company
TKR
+$28.6M
5
SLB icon
SLB Ltd
SLB
+$21M

Top Sells

1
+$31M
2
+$26.8M
3
+$26M
4
AMZN icon
Amazon
AMZN
+$21M
5
GNRC icon
Generac Holdings
GNRC
+$18.6M

Sector Composition

1 Industrials 20.09%
2 Technology 19.96%
3 Healthcare 13.75%
4 Financials 13.06%
5 Consumer Staples 11.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,400,000
152
– –
-65,800
153
– –
-2,495
3 4 5 6
7