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
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