BC

Bowman & Company Portfolio holdings

AUM $237M
1-Year Est. Return 15.19%
This Quarter Est. Return
1 Year Est. Return
+15.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.18M
3
+$838K
4
CMG icon
Chipotle Mexican Grill
CMG
+$470K
5
JPM icon
JPMorgan Chase
JPM
+$456K

Top Sells

1
+$1.57M
2
+$457K
3
+$276K
4
ETN icon
Eaton
ETN
+$269K
5
NVDA icon
NVIDIA
NVDA
+$253K

Sector Composition

1 Technology 16.03%
2 Financials 8.69%
3 Healthcare 6.07%
4 Industrials 5.82%
5 Consumer Discretionary 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 0.97%
8,424
+768
27
$1.82M 0.96%
6,127
+514
28
$1.8M 0.95%
3,075
+1,430
29
$1.61M 0.85%
+7,005
30
$1.6M 0.84%
5,807
+650
31
$1.59M 0.83%
17,668
+1,712
32
$1.59M 0.83%
4,929
+11
33
$1.51M 0.79%
6,136
+284
34
$1.49M 0.78%
9,109
+961
35
$1.49M 0.78%
9,264
+963
36
$1.48M 0.78%
11,519
+135
37
$1.47M 0.77%
8,973
+542
38
$1.47M 0.77%
35,241
+2,976
39
$1.46M 0.76%
12,381
-157
40
$1.43M 0.75%
36,671
+3,437
41
$1.4M 0.73%
5,097
+530
42
$1.4M 0.73%
17,993
+1,499
43
$1.38M 0.72%
30,638
+7,298
44
$1.36M 0.71%
7,569
+725
45
$1.34M 0.7%
5,574
+534
46
$1.33M 0.7%
12,888
+1,117
47
$1.31M 0.69%
13,690
-291
48
$1.28M 0.67%
5,403
+551
49
$1.27M 0.67%
6,824
-82
50
$1.19M 0.62%
2,298
+224
1
2
3 4 5