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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
$565M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$5.52M
3
+$4.53M
4
VZ icon
Verizon
VZ
+$4.31M
5
AVGO icon
Broadcom
AVGO
+$3.97M

Top Sells

1
+$5.75M
2
+$5.18M
3
+$4.89M
4
AET
Aetna Inc
AET
+$4.81M
5
AMGN icon
Amgen
AMGN
+$4.56M

Sector Composition

1 Financials 16.98%
2 Technology 16.48%
3 Healthcare 12.81%
4 Industrials 12.05%
5 Consumer Discretionary 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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402
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403
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404
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405
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-8,777
406
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-80,333
407
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-105,499
408
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-30,206
409
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-34,326
410
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-61,550
411
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-34,152
412
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-36,343
413
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-16,604
414
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-68,882
415
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-130,094
416
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-13,957
417
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-23,732
418
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-50,795
419
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-1,549
420
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-125,167
421
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422
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-18,325
423
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-35,174
424
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-13,998
425
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-14,669
14 15 16
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