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
$679M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$4.35M
3
+$4.21M
4
BC icon
Brunswick
BC
+$4.16M
5
MPC icon
Marathon Petroleum
MPC
+$4.05M

Top Sells

1
+$5.88M
2
+$4.44M
3
+$4.36M
4
ANDV
Andeavor
ANDV
+$4.36M
5
BIIB icon
Biogen
BIIB
+$4.33M

Sector Composition

1 Financials 17.95%
2 Technology 16.48%
3 Industrials 12.55%
4 Healthcare 12.24%
5 Consumer Discretionary 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.2M 0.18%
+33,144
177
$1.2M 0.18%
+29,842
178
$1.19M 0.17%
55,168
+17,797
179
$1.18M 0.17%
49,780
+21,486
180
$1.17M 0.17%
71,989
+33,520
181
$1.15M 0.17%
99,087
+36,212
182
$1.15M 0.17%
+23,890
183
$1.13M 0.17%
7,377
-24
184
$1.13M 0.17%
18,419
-96,228
185
$1.13M 0.17%
16,195
-35
186
$1.12M 0.16%
57,446
+26,327
187
$1.12M 0.16%
25,976
-21,939
188
$1.11M 0.16%
17,090
+2,518
189
$1.11M 0.16%
+23,376
190
$1.1M 0.16%
71,426
+29,423
191
$1.1M 0.16%
22,373
+15,326
192
$1.09M 0.16%
+119,335
193
$1.09M 0.16%
73,624
+21,336
194
$1.08M 0.16%
30,456
+9,022
195
$1.08M 0.16%
21,084
-32,748
196
$1.07M 0.16%
65,161
+22,304
197
$1.07M 0.16%
52,956
-105
198
$1.06M 0.16%
23,757
-36,346
199
$1.03M 0.15%
+8,395
200
$1.03M 0.15%
+4,002
6 7
8
9 10