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
$673M
AUM Growth
-$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$851K
3
+$837K
4
PFBC icon
Preferred Bank
PFBC
+$829K
5
RTEC
Rudolph Technologies Inc
RTEC
+$807K

Top Sells

1
+$2.51M
2
+$2.06M
3
+$1.59M
4
INTC icon
Intel
INTC
+$1.59M
5
PFE icon
Pfizer
PFE
+$1.58M

Sector Composition

1 Technology 17.51%
2 Financials 16.48%
3 Healthcare 11.81%
4 Consumer Discretionary 11.34%
5 Industrials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
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