BPM

Bowling Portfolio Management Portfolio holdings

AUM $364M
1-Year Est. Return 7.07%
This Quarter Est. Return
1 Year Est. Return
-7.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.43M
3
+$2.43M
4
AAPL icon
Apple
AAPL
+$2.12M
5
GS icon
Goldman Sachs
GS
+$1.94M

Top Sells

1
+$3.53M
2
+$3.48M
3
+$3.38M
4
KMB icon
Kimberly-Clark
KMB
+$3.07M
5
AGN
Allergan plc
AGN
+$3.05M

Sector Composition

1 Technology 22.02%
2 Financials 15.47%
3 Healthcare 13.6%
4 Industrials 11.59%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$356K 0.09%
16,586
-591
277
$355K 0.09%
35,238
-702
278
$347K 0.09%
225,100
+6,660
279
$341K 0.08%
+141,313
280
$338K 0.08%
+2,468
281
$332K 0.08%
+2,259
282
$324K 0.08%
10,296
+23
283
$319K 0.08%
4,186
+24
284
$309K 0.08%
4,997
-4,403
285
$307K 0.08%
55,126
-1,667
286
$306K 0.08%
1,391
-916
287
$291K 0.07%
+3,158
288
$283K 0.07%
16,935
-2,190
289
$280K 0.07%
+9,020
290
$276K 0.07%
11,528
-872
291
$274K 0.07%
+18,988
292
$271K 0.07%
+81,996
293
$271K 0.07%
+25,201
294
$268K 0.07%
+38,797
295
$261K 0.06%
4,101
-3,463
296
$260K 0.06%
1,921
-219
297
$256K 0.06%
+7,901
298
$253K 0.06%
15,763
-1,275
299
$252K 0.06%
+22,809
300
$250K 0.06%
1,849
-574
10 11
12
13 14