BPM
Bowling Portfolio Management Portfolio holdings
AUM
$364M
This Quarter Return
+2.98%
1 Year Return
-7.07%
3 Year Return
+45.7%
5 Year Return
+68.25%
10 Year Return
–
AUM
$495K
AUM Growth
+$495K
(-100%)
Cap. Flow
-$21.4M
Cap. Flow
% of AUM
-4,329.18%
Top 10 Holdings %
Top 10 Hldgs %
25.7%
Holding
148
New
40
Increased
29
Reduced
69
Closed
9
Top Buys
| 1 |
Intel
INTC
|
$4.3K |
| 2 |
Goldman Sachs
GS
|
$4.2K |
| 3 |
Home Depot
HD
|
$4K |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$3.61K |
| 5 |
General Dynamics
GD
|
$3.51K |
Top Sells
| 1 |
STRZA
Starz - Series A
STRZA
|
$5.16M |
| 2 |
ManpowerGroup
MAN
|
$4.7M |
| 3 |
Helmerich & Payne
HP
|
$4.66M |
| 4 |
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% |
