BPM
Bowling Portfolio Management Portfolio holdings
AUM
$364M
1-Year Return
7.07%
This Quarter Return
-16.26%
1 Year Return
-7.07%
3 Year Return
+45.7%
5 Year Return
+68.25%
10 Year Return
–
AUM
$565M
AUM Growth
-$149M
(-21%)
Cap. Flow
-$50.4M
Cap. Flow
% of AUM
-8.91%
Top 10 Holdings %
Top 10 Hldgs %
16.29%
Holding
436
New
110
Increased
67
Reduced
157
Closed
101
Top Buys
| 1 |
Comcast
CMCSA
|
$5.4M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$5.34M |
| 3 |
Home Depot
HD
|
$4.34M |
| 4 |
Broadcom
AVGO
|
$4.28M |
| 5 |
Verizon
VZ
|
$4.27M |
Top Sells
| 1 |
Pfizer
PFE
|
$5.74M |
| 2 |
Adobe
ADBE
|
$4.89M |
| 3 |
Boeing
BA
|
$4.84M |
| 4 |
AET
Aetna Inc
AET
|
$4.81M |
| 5 |
Amgen
AMGN
|
$4.55M |
Sector Composition
| 1 | Financials | 16.98% |
| 2 | Technology | 16.88% |
| 3 | Healthcare | 12.81% |
| 4 | Industrials | 11.65% |
| 5 | Consumer Discretionary | 10.88% |
