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
$3.61B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$40.3M
2 +$38.4M
3 +$33.9M
4
HWKN icon
Hawkins
HWKN
+$18.2M
5
AMZN icon
Amazon
AMZN
+$12.1M

Top Sells

1 +$56.5M
2 +$37.1M
3 +$30.3M
4
ZTS icon
Zoetis
ZTS
+$20.7M
5
NVDA icon
NVIDIA
NVDA
+$15.4M

Sector Composition

1 Technology 27.26%
2 Industrials 18.01%
3 Healthcare 13.61%
4 Financials 11.45%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-15,640
152
-4,000
153
-1,238