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BCM

Bowie Capital Management Portfolio holdings

AUM $2.11B
1-Year Est. Return 5.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-5.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$38.5M
3
+$38M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$32M
5
AON icon
Aon
AON
+$30.5M

Top Sells

1
+$105M
2
+$26.8M
3
+$14.1M
4
LRCX icon
Lam Research
LRCX
+$13.3M
5
AMZN icon
Amazon
AMZN
+$9.61M

Sector Composition

1 Technology 37.49%
2 Financials 29.7%
3 Communication Services 12.88%
4 Consumer Discretionary 9.75%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.07%
1,200
27
$1M 0.05%
10,000
28
$791K 0.04%
25,000
29
$771K 0.03%
30,000
30
$78.3K ﹤0.01%
19,484
31
– –
-126,003
32
– –
-122,489
33
– –
0
34
– –
-21,000
1
2