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
$618M
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$6.99M
3
+$6.75M
4
NVDA icon
NVIDIA
NVDA
+$6.53M
5
IM
Ingram Micro
IM
+$6.42M

Top Sells

1
+$4.53M
2
+$4.15M
3
+$3.63M
4
TER icon
Teradyne
TER
+$3.59M
5
TGT icon
Target
TGT
+$3.52M

Sector Composition

1 Technology 17.33%
2 Financials 13.89%
3 Healthcare 12.95%
4 Industrials 12.33%
5 Consumer Discretionary 12.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.41M 0.23%
38,861
-1,006
127
$1.32M 0.21%
24,411
-435
128
$1.32M 0.21%
19,429
-265
129
$1.2M 0.19%
33,471
-459
130
$1.09M 0.18%
106,296
-2,524
131
$1.06M 0.17%
16,254
-409
132
$1.02M 0.16%
22,395
-40,384
133
$1M 0.16%
12,639
-192
134
$999K 0.16%
13,066
+4,769
135
$790K 0.13%
8,049
-107
136
$770K 0.12%
25,222
-580
137
$762K 0.12%
14,676
-468
138
$757K 0.12%
61,416
-867
139
$682K 0.11%
16,681
-177
140
$669K 0.11%
8,596
-374
141
$656K 0.11%
7,544
-196
142
$601K 0.1%
12,116
-238
143
$547K 0.09%
23,970
-540
144
$546K 0.09%
40,288
+462
145
$497K 0.08%
36,759
+432
146
$487K 0.08%
24,061
147
$466K 0.08%
6,321
-90
148
$438K 0.07%
8,595
-87
149
$346K 0.06%
26,612
-3,200
150
$314K 0.05%
2,166
-4,145
4 5
6
7 8