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

Top Buys

1
+$4.81M
2
+$4.48M
3
+$4.41M
4
GM icon
General Motors
GM
+$4.32M
5
URI icon
United Rentals
URI
+$4.28M

Top Sells

1
+$8.05M
2
+$8.03M
3
+$7.85M
4
STI
SunTrust Banks, Inc.
STI
+$6.83M
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
351
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-5,411
352
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-27,182
353
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-16,091
354
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-74,692
355
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-37,317
356
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-22,655
357
– –
-17,030
358
– –
-11,441
359
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-1,407
360
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-14,752
361
– –
-77,824
362
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-34,571
363
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-13,494
364
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-103,883
365
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-156,068
366
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-16,476
367
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-57,428
368
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-16,040
369
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-17,624
370
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-41,111
371
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-23,076
372
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-49,062
373
– –
-7,432
374
– –
-37,625
375
– –
-68,371
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