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BPM

Bowling Portfolio Management Portfolio holdings

AUM $364M
1-Year Est. Return 7.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-7.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$612M
AUM Growth
-$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.79M
3
+$5.68M
4
TROW icon
T. Rowe Price
TROW
+$5.62M
5
MAS icon
Masco
MAS
+$5.59M

Top Sells

1
+$6.85M
2
+$6.24M
3
+$6.24M
4
GD icon
General Dynamics
GD
+$5.89M
5
AVT icon
Avnet
AVT
+$5.87M

Sector Composition

1 Technology 16.73%
2 Financials 15.5%
3 Healthcare 14.09%
4 Consumer Discretionary 12.97%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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177
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-1,295
179
– –
-239,912
180
– –
-11,912
181
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-180,273
182
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-115,057
183
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-17,463
184
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-10,929
185
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186
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-10,353
187
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-43,223
188
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-11,375
189
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-30,500
190
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-5,752
191
– –
-13,533
4 5 6 7
8