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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
$406M
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.94M
3
+$2.73M
4
GS icon
Goldman Sachs
GS
+$2.66M
5
AAPL icon
Apple
AAPL
+$2.45M

Top Sells

1
+$4.14M
2
+$3.76M
3
+$3.53M
4
AVGO icon
Broadcom
AVGO
+$3.28M
5
AGN
Allergan plc
AGN
+$3.24M

Sector Composition

1 Technology 21.56%
2 Financials 15.47%
3 Healthcare 13.6%
4 Industrials 12.29%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-58,914
402
– –
-19,730
403
– –
-3,868
404
– –
-7,236
405
– –
-198,334
406
– –
-3,224
407
– –
-133,717
408
– –
-34,740
409
– –
-27,624
410
– –
-35,252
411
– –
-50,403
13 14 15 16
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