We are live on ! Find out more
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
$588M
AUM Growth
-$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.04M
3
+$3.95M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.39M
5
KMB icon
Kimberly-Clark
KMB
+$3.02M

Top Sells

1
+$6.67M
2
+$4.34M
3
+$3.96M
4
PYPL icon
PayPal
PYPL
+$3.77M
5
SYY icon
Sysco
SYY
+$3.74M

Sector Composition

1 Technology 19.13%
2 Financials 18.1%
3 Healthcare 12.18%
4 Industrials 11.24%
5 Consumer Discretionary 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-65,808
352
– –
-5,952
353
– –
-13,544
354
– –
-16,684
355
– –
-31,214
356
– –
-34,931
357
– –
-50,021
358
– –
-20,172
359
– –
-49,219
360
– –
-84,987
361
– –
-79,433
362
– –
-36,435
363
– –
-6,870
364
– –
-34,594
365
– –
-8,748
366
– –
-79,731
367
– –
-28,925
368
– –
-11,377
369
– –
-20,973
370
– –
-100,464
371
– –
-82,687
372
– –
-27,598
373
– –
-28,031
374
– –
-14,842
375
– –
-53,440
13 14
15
16 17