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
$406M
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.94M
3
+$2.73M
4
GS icon
Goldman Sachs
GS
+$2.66M
5
AAPL icon
Apple
AAPL
+$2.45M

Top Sells

1
+$4.14M
2
+$3.76M
3
+$3.53M
4
AVGO icon
Broadcom
AVGO
+$3.28M
5
AGN
Allergan plc
AGN
+$3.24M

Sector Composition

1 Technology 21.56%
2 Financials 15.47%
3 Healthcare 13.6%
4 Industrials 12.29%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-16,532
352
– –
-54,073
353
– –
-13,425
354
– –
-37,898
355
– –
-10,280
356
– –
-4,953
357
– –
-1,050
358
– –
-231,573
359
– –
-19,771
360
– –
-75,284
361
– –
-10,426
362
– –
-8,145
363
– –
-14,949
364
– –
-78,041
365
– –
-16,536
366
– –
-22,110
367
– –
-13,970
368
– –
-12,360
369
– –
-11,631
370
– –
-1,623
371
– –
-38,948
372
– –
-17,829
373
– –
-17,584
374
– –
-9,744
375
– –
-5,220
13 14
15
16 17