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

Top Buys

1
+$5.34M
2
+$4.35M
3
+$4.21M
4
BC icon
Brunswick
BC
+$4.16M
5
MPC icon
Marathon Petroleum
MPC
+$4.05M

Top Sells

1
+$5.88M
2
+$4.44M
3
+$4.36M
4
ANDV
Andeavor
ANDV
+$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
51
$3.93M 0.58%
73,518
+38,278
52
$3.92M 0.58%
43,381
-8,153
53
$3.92M 0.58%
34,799
-400
54
$3.92M 0.58%
+84,592
55
$3.91M 0.58%
49,881
-2,301
56
$3.88M 0.57%
22,917
-999
57
$3.83M 0.56%
+85,758
58
$3.82M 0.56%
65,895
-437
59
$3.8M 0.56%
+154,463
60
$3.8M 0.56%
70,685
-56,584
61
$3.79M 0.56%
+146,680
62
$3.76M 0.55%
+105,373
63
$3.73M 0.55%
104,281
-2,410
64
$3.71M 0.55%
+134,455
65
$3.68M 0.54%
146,827
+56,220
66
$3.64M 0.54%
39,926
-83
67
$3.63M 0.53%
41,649
-747
68
$3.54M 0.52%
29,727
-1,060
69
$3.52M 0.52%
126,171
+74,799
70
$3.35M 0.49%
26,870
-60
71
$3.19M 0.47%
+72,668
72
$3.17M 0.47%
21,826
-52
73
$3.05M 0.45%
+19,281
74
$3.02M 0.44%
33,604
-26,222
75
$2.98M 0.44%
157,004
+70,618
1 2
3
4 5