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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
$679M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.16M
3
+$4.08M
4
MPC icon
Marathon Petroleum
MPC
+$3.99M
5
HAS icon
Hasbro
HAS
+$3.89M

Top Sells

1
+$5.86M
2
+$4.44M
3
+$4.41M
4
PRU icon
Prudential Financial
PRU
+$4.36M
5
BIIB icon
Biogen
BIIB
+$4.33M

Sector Composition

1 Financials 17.95%
2 Technology 16.48%
3 Industrials 12.55%
4 Healthcare 12.24%
5 Consumer Discretionary 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-45,912
427
– –
-17,985
428
– –
-44,428
429
– –
-14,324
430
– –
-33,019
431
– –
-34,808
432
– –
-29,690
433
– –
-20,211
434
– –
-163,116
435
– –
-128
436
– –
-19,983
437
– –
-65,669
438
– –
-69,314
439
– –
-66,678
440
– –
-187,762
14 15 16 17
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