BPM

Bowling Portfolio Management Portfolio holdings

AUM $364M
1-Year Est. Return 7.07%
This Quarter Est. Return
1 Year Est. Return
-7.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$597M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1 +$4.75M
2 +$4.44M
3 +$3.78M
4
PYPL icon
PayPal
PYPL
+$3.77M
5
SYY icon
Sysco
SYY
+$3.74M

Top Sells

1 +$5.08M
2 +$3.87M
3 +$3.55M
4
SYF icon
Synchrony
SYF
+$3.52M
5
CSX icon
CSX Corp
CSX
+$3.5M

Sector Composition

1 Financials 18.53%
2 Technology 17.53%
3 Industrials 12.51%
4 Healthcare 12.16%
5 Consumer Discretionary 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-6,897
402
-35,600
403
-20,537
404
-20,806
405
-8,158