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
$495K
AUM Growth
-$426M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.3K
2
+$4.2K
3
+$4K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.61K
5
GD icon
General Dynamics
GD
+$3.51K

Top Sells

1
+$5.16M
2
+$4.7M
3
+$4.66M
4
MYGN icon
Myriad Genetics
MYGN
+$4.25M
5
IM
Ingram Micro
IM
+$1.26M

Sector Composition

1 Technology 15.25%
2 Financials 15.24%
3 Materials 12.4%
4 Healthcare 11.4%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.52K 1.12%
58,598
+3,389
27
$5.23K 1.06%
41,588
-9,378
28
$5.14K 1.04%
57,883
-10,628
29
$4.82K 0.97%
46,106
-939
30
$4.82K 0.97%
52,887
-3,935
31
$4.79K 0.97%
32,526
-14,807
32
$4.62K 0.93%
75,628
-2,497
33
$4.59K 0.93%
28,797
-483
34
$4.51K 0.91%
26,513
-6,711
35
$4.48K 0.91%
99,320
+560
36
$4.44K 0.9%
45,313
-23,830
37
$4.24K 0.86%
143,474
+33,256
38
$4.2K 0.85%
+21,677
39
$4.15K 0.84%
36,926
+14,296
40
$4.15K 0.84%
27,651
-308
41
$3.92K 0.79%
32,363
-2,704
42
$3.79K 0.77%
132,546
-60,102
43
$3.76K 0.76%
52,384
+673
44
$3.61K 0.73%
52,796
-26,011
45
$3.61K 0.73%
+45,625
46
$3.57K 0.72%
63,748
+6,707
47
$3.51K 0.71%
+25,482
48
$3.48K 0.7%
55,642
-6,033
49
$3.44K 0.7%
+82,167
50
$3.42K 0.69%
+76,800
1
2
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