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BPM

Bowling Portfolio Management Portfolio holdings

AUM $364M
1-Year Est. Return 7.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-7.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$420M
AUM Growth
-$5.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$2.29M
3
+$2.28M
4
FDX icon
FedEx
FDX
+$1.86M
5
DOW icon
Dow Inc
DOW
+$1.84M

Top Sells

1
+$3.43M
2
+$3.42M
3
+$2.75M
4
TXN icon
Texas Instruments
TXN
+$1.92M
5
AMGN icon
Amgen
AMGN
+$1.84M

Sector Composition

1 Technology 25.79%
2 Financials 14.21%
3 Healthcare 12.96%
4 Communication Services 10.46%
5 Consumer Discretionary 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
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