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
101
$1.9M 0.28%
+42,980
102
$1.9M 0.28%
10,182
-22
103
$1.86M 0.27%
20,793
-596
104
$1.86M 0.27%
47,724
+21,682
105
$1.85M 0.27%
48,622
+24,372
106
$1.83M 0.27%
49,713
-529
107
$1.81M 0.27%
+43,497
108
$1.77M 0.26%
17,496
+14,881
109
$1.76M 0.26%
+157,203
110
$1.73M 0.25%
+100,239
111
$1.71M 0.25%
20,676
-41
112
$1.71M 0.25%
131,877
+52,267
113
$1.68M 0.25%
17,522
-40
114
$1.67M 0.25%
+39,514
115
$1.65M 0.24%
42,821
+15,783
116
$1.65M 0.24%
+88,887
117
$1.64M 0.24%
74,773
+23,381
118
$1.63M 0.24%
51,010
+97
119
$1.62M 0.24%
+34,945
120
$1.6M 0.24%
+231,866
121
$1.6M 0.24%
22,613
-837
122
$1.59M 0.23%
+20,848
123
$1.57M 0.23%
22,912
+8,453
124
$1.55M 0.23%
93,581
+41,780
125
$1.55M 0.23%
23,934
+11,083
3 4
5
6 7