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

Top Buys

1 +$2.81M
2 +$2.43M
3 +$2.43M
4
AAPL icon
Apple
AAPL
+$2.12M
5
GS icon
Goldman Sachs
GS
+$1.94M

Top Sells

1 +$3.53M
2 +$3.48M
3 +$3.38M
4
KMB icon
Kimberly-Clark
KMB
+$3.07M
5
AGN
Allergan plc
AGN
+$3.05M

Sector Composition

1 Technology 22.02%
2 Financials 15.47%
3 Healthcare 13.6%
4 Industrials 11.59%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-34,423
402
-2,619
403
-38,297
404
-15,334
405
-22,164
406
-58,314
407
-48,518
408
-6,307
409
-230,502
410
-18,322
411
-12,884