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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
$665M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$4.03M
3
+$3.68M
4
VMW
VMware, Inc
VMW
+$3.49M
5
THO icon
Thor Industries
THO
+$3.41M

Top Sells

1
+$4.16M
2
+$4M
3
+$3.93M
4
LAZ icon
Lazard
LAZ
+$3.92M
5
IPG
Interpublic Group of Companies
IPG
+$3.8M

Sector Composition

1 Financials 17.8%
2 Technology 16.53%
3 Industrials 13.37%
4 Consumer Discretionary 12.98%
5 Healthcare 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-84,946
402
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-30,599
403
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-71,426
404
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-104,281
405
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-23,519
406
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-8,875
407
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-13,280
408
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-31,169
409
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-27,659
410
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-20,661
411
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-20,229
412
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-42,980
413
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-50,555
414
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-341
415
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-9,114
416
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-65,161
417
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-14,802
418
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-43,497
419
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-16,385
420
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-3,172
421
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-43,269
422
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-12,030
423
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-25,671
424
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-12,250
425
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-58,393
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