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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
$679M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.16M
3
+$4.08M
4
MPC icon
Marathon Petroleum
MPC
+$3.99M
5
HAS icon
Hasbro
HAS
+$3.89M

Top Sells

1
+$5.86M
2
+$4.44M
3
+$4.41M
4
PRU icon
Prudential Financial
PRU
+$4.36M
5
BIIB icon
Biogen
BIIB
+$4.33M

Sector Composition

1 Financials 17.95%
2 Technology 16.48%
3 Industrials 12.55%
4 Healthcare 12.24%
5 Consumer Discretionary 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-12,094
402
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-126,715
403
– –
-23,659
404
– –
-16,820
405
– –
-26,846
406
– –
-28,949
407
– –
-10,185
408
– –
-12,577
409
– –
-65,917
410
– –
-26,041
411
– –
-7,600
412
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-17,049
413
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-68,473
414
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-28,112
415
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-29,934
416
– –
-29,784
417
– –
-5,585
418
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-7,048
419
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-46,932
420
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-8,548
421
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-47,380
422
– –
-16,557
423
– –
-10,723
424
– –
-9,032
425
– –
-7,188
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