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
$204M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$6.93M
3
+$6.05M
4
CMI icon
Cummins
CMI
+$761K
5
O icon
Realty Income
O
+$366K

Top Sells

1
+$10.9M
2
+$1.31M
3
+$572K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$456K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$441K

Sector Composition

1 Technology 15.28%
2 Financials 9.07%
3 Healthcare 5.55%
4 Consumer Discretionary 5.39%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 1.08%
15,086
+388
27
$2.17M 1.07%
14,024
+1,108
28
$2.04M 1%
22,769
+651
29
$2.04M 1%
5,508
-773
30
$1.99M 0.98%
9,583
+518
31
$1.96M 0.96%
6,640
+398
32
$1.85M 0.91%
8,394
+459
33
$1.85M 0.91%
11,135
+1,689
34
$1.79M 0.88%
14,735
+783
35
$1.69M 0.83%
18,240
-12
36
$1.65M 0.81%
28,404
+6,309
37
$1.61M 0.79%
17,900
+1,099
38
$1.56M 0.76%
19,441
+1,136
39
$1.55M 0.76%
5,767
+451
40
$1.54M 0.75%
33,866
+5,452
41
$1.53M 0.75%
4,941
+5
42
$1.5M 0.74%
7,448
+1,471
43
$1.5M 0.74%
11,647
+63
44
$1.43M 0.7%
2,811
+211
45
$1.4M 0.69%
7,347
+386
46
$1.39M 0.68%
5,901
+112
47
$1.39M 0.68%
6,720
+285
48
$1.39M 0.68%
18,574
+2,218
49
$1.34M 0.66%
36,271
+2,358
50
$1.33M 0.65%
12,173
-923
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2
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