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
$3.73B
AUM Growth
-$81.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$67.8M
2 +$38.2M
3 +$35.3M
4
BSX icon
Boston Scientific
BSX
+$31.9M
5
ITRI icon
Itron
ITRI
+$27.5M

Top Sells

1 +$47.5M
2 +$38.8M
3 +$37.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$34.9M
5
ACN icon
Accenture
ACN
+$34.3M

Sector Composition

1 Technology 30.32%
2 Industrials 16.11%
3 Financials 13.41%
4 Healthcare 10.89%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,139
152
-291,655
153
-4,150
154
-2,721
155
-34,025
156
-1,615
157
-2,561