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
$426M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.14M
3
+$683K
4
SPR icon
Spirit AeroSystems
SPR
+$351K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$274K

Top Sells

1
+$2.59M
2
+$1.71M
3
+$789K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$761K
5
AMZN icon
Amazon
AMZN
+$746K

Sector Composition

1 Technology 28.14%
2 Healthcare 13.39%
3 Financials 13.04%
4 Consumer Discretionary 10.52%
5 Communication Services 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
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