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
51
$3.34K 0.67%
+101,869
52
$3.33K 0.67%
+110,438
53
$3.33K 0.67%
45,740
+142
54
$3.3K 0.67%
+38,617
55
$3.29K 0.66%
+93,502
56
$3.27K 0.66%
+32,318
57
$3.25K 0.66%
+21,693
58
$3.21K 0.65%
+120,935
59
$3.2K 0.65%
29,586
-4,680
60
$3.12K 0.63%
44,791
-55,139
61
$3.04K 0.61%
61,436
-39,178
62
$3.04K 0.61%
75,751
-46,346
63
$3.03K 0.61%
+46,218
64
$2.91K 0.59%
+70,479
65
$2.89K 0.58%
61,773
+5,209
66
$2.85K 0.58%
61,815
-75,300
67
$2.85K 0.58%
+39,330
68
$2.85K 0.58%
25,422
-4,302
69
$2.85K 0.58%
31,266
-38,155
70
$2.82K 0.57%
66,515
-76,526
71
$2.77K 0.56%
+26,122
72
$2.75K 0.56%
+39,980
73
$2.64K 0.53%
+37,551
74
$2.61K 0.53%
+67,391
75
$2.58K 0.52%
35,511
-41,247
1 2
3
4 5