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
$752M
AUM Growth
+$87.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$5.52M
3
+$5.12M
4
FCX icon
Freeport-McMoran
FCX
+$4.67M
5
ABBV icon
AbbVie
ABBV
+$4.44M

Top Sells

1
+$4.81M
2
+$4.32M
3
+$4.27M
4
ANDV
Andeavor
ANDV
+$3.91M
5
VMW
VMware, Inc
VMW
+$3.86M

Sector Composition

1 Financials 19.51%
2 Technology 15.46%
3 Consumer Discretionary 12.99%
4 Industrials 12.97%
5 Healthcare 12.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.06M 0.54%
+38,773
52
$3.9M 0.52%
42,426
-8,080
53
$3.9M 0.52%
44,910
-269
54
$3.89M 0.52%
69,434
-61,084
55
$3.84M 0.51%
34,817
+8,249
56
$3.79M 0.5%
26,293
-253
57
$3.75M 0.5%
38,637
-843
58
$3.74M 0.5%
29,646
-3,434
59
$3.73M 0.5%
24,754
-6,902
60
$3.72M 0.49%
+77,393
61
$3.71M 0.49%
70,006
+46,556
62
$3.69M 0.49%
120,625
+33,855
63
$3.63M 0.48%
54,659
+14,428
64
$3.62M 0.48%
+50,962
65
$3.59M 0.48%
+65,353
66
$3.47M 0.46%
24,834
-259
67
$3.44M 0.46%
37,418
-2,409
68
$3.38M 0.45%
+21,436
69
$3.37M 0.45%
43,809
-1,005
70
$3.22M 0.43%
30,196
-390
71
$3.15M 0.42%
+37,407
72
$3.11M 0.41%
140,408
+6,743
73
$3.11M 0.41%
21,294
-273
74
$3.11M 0.41%
35,381
-695
75
$3.1M 0.41%
142,021
+7,858
1 2
3
4 5