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
$752M
AUM Growth
+$87.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$5.52M
3
+$5.12M
4
FCX icon
Freeport-McMoran
FCX
+$4.67M
5
ABBV icon
AbbVie
ABBV
+$4.44M

Top Sells

1
+$4.81M
2
+$4.32M
3
+$4.27M
4
ANDV
Andeavor
ANDV
+$3.91M
5
VMW
VMware, Inc
VMW
+$3.86M

Sector Composition

1 Financials 19.51%
2 Technology 15.46%
3 Consumer Discretionary 12.99%
4 Industrials 12.97%
5 Healthcare 12.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.56M 0.21%
+32,256
177
$1.56M 0.21%
+80,797
178
$1.55M 0.21%
70,643
+18,083
179
$1.55M 0.21%
+100,371
180
$1.54M 0.2%
18,722
+9,409
181
$1.53M 0.2%
+27,950
182
$1.53M 0.2%
129,570
+18,753
183
$1.52M 0.2%
+47,654
184
$1.51M 0.2%
+51,867
185
$1.51M 0.2%
+39,716
186
$1.5M 0.2%
11,168
-95
187
$1.44M 0.19%
+127,540
188
$1.44M 0.19%
+59,124
189
$1.44M 0.19%
24,037
+7,204
190
$1.41M 0.19%
50,324
+12,240
191
$1.4M 0.19%
20,792
+4,188
192
$1.39M 0.18%
+21,763
193
$1.38M 0.18%
42,922
-381
194
$1.38M 0.18%
51,272
-1,128
195
$1.38M 0.18%
+37,186
196
$1.37M 0.18%
7,251
-64
197
$1.37M 0.18%
+60,716
198
$1.37M 0.18%
+31,673
199
$1.36M 0.18%
+24,647
200
$1.31M 0.17%
29,168
-554
6 7
8
9 10