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
$406M
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.43M
3
+$2.43M
4
AAPL icon
Apple
AAPL
+$2.12M
5
GS icon
Goldman Sachs
GS
+$1.94M

Top Sells

1
+$3.53M
2
+$3.48M
3
+$3.38M
4
KMB icon
Kimberly-Clark
KMB
+$3.07M
5
AGN
Allergan plc
AGN
+$3.05M

Sector Composition

1 Technology 22.02%
2 Financials 15.47%
3 Healthcare 13.6%
4 Industrials 11.59%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.84M 0.45%
60,237
+50,902
52
$1.82M 0.45%
37,669
-3,536
53
$1.82M 0.45%
7,064
-1,093
54
$1.81M 0.45%
12,593
-345
55
$1.81M 0.45%
+22,442
56
$1.81M 0.45%
+148,204
57
$1.77M 0.44%
58,864
-3,147
58
$1.77M 0.44%
+52,016
59
$1.76M 0.43%
18,559
-442
60
$1.72M 0.42%
+63,721
61
$1.7M 0.42%
48,502
-4,794
62
$1.68M 0.41%
81,970
-1,975
63
$1.68M 0.41%
26,133
-30,205
64
$1.67M 0.41%
43,027
-3,862
65
$1.66M 0.41%
+91,658
66
$1.55M 0.38%
23,462
-42,252
67
$1.53M 0.38%
37,467
-2,498
68
$1.52M 0.37%
+16,412
69
$1.49M 0.37%
16,860
-1,389
70
$1.47M 0.36%
12,255
-1,938
71
$1.47M 0.36%
+37,801
72
$1.45M 0.36%
42,768
-8,739
73
$1.45M 0.36%
+27,426
74
$1.4M 0.34%
48,632
-2,320
75
$1.39M 0.34%
58,048
-1,103
1 2
3
4 5