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
$605M
AUM Growth
-$68.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.4M
3
+$4.39M
4
PRU icon
Prudential Financial
PRU
+$4.36M
5
BIIB icon
Biogen
BIIB
+$4.33M

Top Sells

1
+$8.39M
2
+$8.32M
3
+$8.08M
4
STI
SunTrust Banks, Inc.
STI
+$6.58M
5
MO icon
Altria Group
MO
+$6.33M

Sector Composition

1 Technology 17.24%
2 Financials 16.4%
3 Healthcare 13%
4 Industrials 12.25%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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