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
201
$1.31M 0.17%
+48,288
202
$1.31M 0.17%
25,394
-269
203
$1.3M 0.17%
34,893
+13,340
204
$1.3M 0.17%
16,090
-1,608
205
$1.26M 0.17%
24,018
-867
206
$1.26M 0.17%
21,156
-163
207
$1.26M 0.17%
27,951
+6,230
208
$1.26M 0.17%
23,514
-930
209
$1.25M 0.17%
80,770
+42,742
210
$1.25M 0.17%
32,975
+23,286
211
$1.23M 0.16%
26,277
-6,494
212
$1.22M 0.16%
+38,252
213
$1.21M 0.16%
109,769
+19,661
214
$1.21M 0.16%
30,208
-905
215
$1.21M 0.16%
+46,976
216
$1.2M 0.16%
31,405
-264
217
$1.2M 0.16%
31,842
+1,702
218
$1.2M 0.16%
71,449
-458
219
$1.19M 0.16%
+50,633
220
$1.18M 0.16%
9,393
-213
221
$1.17M 0.16%
77,686
-9,425
222
$1.17M 0.16%
+12,109
223
$1.17M 0.16%
37,533
+6,815
224
$1.16M 0.15%
+51,120
225
$1.16M 0.15%
13,844
-4,971
7 8
9
10 11