BPM
Bowling Portfolio Management Portfolio holdings
AUM
$364M
1-Year Return
7.07%
This Quarter Return
-0.29%
1 Year Return
-7.07%
3 Year Return
+45.7%
5 Year Return
+68.25%
10 Year Return
–
AUM
$618M
AUM Growth
+$165M
(+36%)
Cap. Flow
+$169M
Cap. Flow
% of AUM
27.27%
Top 10 Holdings %
Top 10 Hldgs %
18.4%
Holding
200
New
31
Increased
72
Reduced
64
Closed
30
Top Buys
| 1 |
Intel
INTC
|
$7.29M |
| 2 |
Apple
AAPL
|
$6.99M |
| 3 |
Tyson Foods
TSN
|
$6.75M |
| 4 |
NVIDIA
NVDA
|
$6.53M |
| 5 |
IM
Ingram Micro
IM
|
$6.42M |
Top Sells
| 1 |
CVS Health
CVS
|
$4.53M |
| 2 |
Home Depot
HD
|
$4.15M |
| 3 |
MetLife
MET
|
$3.63M |
| 4 |
Teradyne
TER
|
$3.59M |
| 5 |
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% |
