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
376
– –
-41,680
377
– –
-4,862
378
– –
-53,177
379
– –
-54,391
380
– –
-3,430
381
– –
-24,715
382
– –
-38,929
383
– –
-87,332
384
– –
-40,870
385
– –
-14,868
386
– –
-18,447
387
– –
-6,254
388
– –
-8,374
389
– –
-191,704
390
– –
-29,102
391
– –
-30,771
392
– –
-3,578
393
– –
-15,044
394
– –
-40,471
395
– –
-56,032
396
– –
-29,402
397
– –
-17,942
398
– –
-1,538
399
– –
-42,554
400
– –
-50,098
13 14 15
16
17