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
$565M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1 +$5.4M
2 +$5.34M
3 +$4.34M
4
AVGO icon
Broadcom
AVGO
+$4.28M
5
VZ icon
Verizon
VZ
+$4.27M

Top Sells

1 +$5.74M
2 +$4.89M
3 +$4.84M
4
AET
Aetna Inc
AET
+$4.81M
5
AMGN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-68,882
427
-130,094
428
-13,957
429
-23,732
430
-50,795
431
-1,549
432
-125,167
433
-10,160
434
-18,325
435
-35,174
436
-13,998