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
101
$1.83K 0.37%
33,773
-4,367
102
$1.8K 0.36%
+24,969
103
$1.79K 0.36%
39,708
-86
104
$1.72K 0.35%
11,198
-5,245
105
$1.72K 0.35%
18,134
-5
106
$1.71K 0.35%
59,042
-254
107
$1.66K 0.34%
+47,473
108
$1.63K 0.33%
56,874
-2,190
109
$1.52K 0.31%
7,396
-785
110
$1.5K 0.3%
+28,123
111
$1.48K 0.3%
52,066
-62,522
112
$1.45K 0.29%
+21,127
113
$1.37K 0.28%
20,948
+91
114
$1.3K 0.26%
+17,525
115
$1.3K 0.26%
15,203
+83
116
$1.29K 0.26%
+19,690
117
$1.14K 0.23%
9,812
-12,622
118
$1.03K 0.21%
14,716
-18,148
119
$1.02K 0.21%
14,799
-17,059
120
$1.02K 0.21%
+26,905
121
$902 0.18%
65,519
-80,550
122
$891 0.18%
6,857
-9,334
123
$794 0.16%
+10,174
124
$761 0.15%
9,340
-10,748
125
$684 0.14%
9,529
-61,855
2 3 4
5
6