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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
$420M
AUM Growth
-$5.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$2.29M
3
+$2.28M
4
FDX icon
FedEx
FDX
+$1.86M
5
DOW icon
Dow Inc
DOW
+$1.84M

Top Sells

1
+$3.43M
2
+$3.42M
3
+$2.75M
4
TXN icon
Texas Instruments
TXN
+$1.92M
5
AMGN icon
Amgen
AMGN
+$1.84M

Sector Composition

1 Technology 25.79%
2 Financials 14.21%
3 Healthcare 12.96%
4 Communication Services 10.46%
5 Consumer Discretionary 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$211K 0.05%
+2,945
202
$131K 0.03%
26,237
-1,791
203
– –
-4,654
204
– –
-1,893
205
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-4,897
206
– –
-8,532
207
– –
-11,148
208
– –
-15,811
209
– –
-36,328
210
– –
-5,122
211
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-2,384
212
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-1,701
213
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-5,303
214
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-14,132
215
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-6,923
216
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-2,641
217
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-8,450
218
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-7,510
219
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-16,659
220
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-6,887
221
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-7,020
222
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-17,034
223
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-12,552
224
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-26,904
225
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-17,000
7 8
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