BHC
Bowen Hanes & Co Portfolio holdings
AUM
$3.99B
1-Year Est. Return
24.77%
1 Year Est. Return
+24.77%
AUM
$3.96B
AUM Growth
+$368M
(+10%)
Holding
155
Top Buys
| 1 | +$64.7M | |
| 2 | +$38.7M | |
| 3 | +$36M | |
| 4 |
Charles Schwab
SCHW
|
+$14.7M |
| 5 |
ASML
ASML
|
+$5.21M |
Top Sells
| 1 | +$41.8M | |
| 2 | +$39.8M | |
| 3 | +$36.5M | |
| 4 |
Thermo Fisher Scientific
TMO
|
+$19.8M |
| 5 |
Marsh & McLennan
MMC
|
+$16.5M |
Sector Composition
| 1 | Technology | 28.79% |
| 2 | Industrials | 18.36% |
| 3 | Financials | 13.44% |
| 4 | Healthcare | 9.47% |
| 5 | Consumer Staples | 6.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Becton Dickinson
BDX
$55.1B
| – | – |
-3,052
|
|
||
152
Air Products & Chemicals
APD
$58.2B
| – | – |
-2,998
|
|
||
153
Adobe
ADBE
$141B
| – | – |
-6,148
|
|