BCM
Bowie Capital Management Portfolio holdings
AUM
$2.11B
This Quarter Return
+17.42%
1 Year Return
+14.71%
3 Year Return
+80.63%
5 Year Return
+113.67%
10 Year Return
–
AUM
$462M
AUM Growth
+$462M
(+21%)
Cap. Flow
+$693K
Cap. Flow
% of AUM
0.15%
Top 10 Holdings %
Top 10 Hldgs %
57.4%
Holding
40
New
2
Increased
13
Reduced
14
Closed
6
Top Buys
| 1 |
Wells Fargo
WFC
|
$6.73M |
| 2 |
JPMorgan Chase
JPM
|
$6.58M |
| 3 |
Adobe
ADBE
|
$5.44M |
| 4 |
PayPal
PYPL
|
$4.7M |
| 5 |
Visa
V
|
$4.06M |
Top Sells
| 1 |
Unilever
UL
|
$7.9M |
| 2 |
Copart
CPRT
|
$5.58M |
| 3 |
O'Reilly Automotive
ORLY
|
$5.48M |
| 4 |
Elevance Health
ELV
|
$5.22M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.31M |
Sector Composition
| 1 | Financials | 36.53% |
| 2 | Technology | 20.43% |
| 3 | Communication Services | 10.35% |
| 4 | Consumer Discretionary | 10.34% |
| 5 | Consumer Staples | 9.14% |
