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
$597M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$4.39M
3
+$4.01M
4
PM icon
Philip Morris
PM
+$3.9M
5
LMT icon
Lockheed Martin
LMT
+$3.64M

Top Sells

1
+$5.21M
2
+$3.76M
3
+$3.74M
4
SYF icon
Synchrony
SYF
+$3.52M
5
CSX icon
CSX Corp
CSX
+$3.5M

Sector Composition

1 Financials 18.53%
2 Technology 16.86%
3 Industrials 13.36%
4 Healthcare 12.16%
5 Consumer Discretionary 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-34,282
377
– –
-7,418
378
– –
-3,749
379
– –
-14,062
380
– –
-37,733
381
– –
-10,619
382
– –
-38,957
383
– –
-24,427
384
– –
-83,841
385
– –
-68,118
386
– –
-87,188
387
– –
-253,001
388
– –
-66,537
389
– –
-124,158
390
– –
-6,897
391
– –
-35,600
392
– –
-20,537
393
– –
-20,806
394
– –
-8,158
395
– –
-19,799
396
– –
-10,664
397
– –
-24,409
398
– –
-22,419
399
– –
-4,136
400
– –
-27,942
13 14 15
16
17