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
$224M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.97M
3
+$1.56M
4
GEV icon
GE Vernova
GEV
+$1.42M
5
MLN icon
VanEck Long Muni ETF
MLN
+$1.27M

Top Sells

1
+$2.72M
2
+$2.04M
3
+$1.32M
4
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$1.27M
5
LHX icon
L3Harris
LHX
+$1.03M

Sector Composition

1 Technology 16.31%
2 Financials 8.94%
3 Industrials 6.33%
4 Consumer Discretionary 5.02%
5 Healthcare 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VUG icon
26
Vanguard Growth ETF
VUG
$199B
$2.41M 1.08%
5,506
-2
DRI icon
27
Darden Restaurants
DRI
$21.5B
$2.1M 0.94%
9,631
+48
JCI icon
28
Johnson Controls International
JCI
$73.9B
$2.06M 0.92%
19,511
+70
ABBV icon
29
AbbVie
ABBV
$403B
$1.97M 0.88%
+10,592
IVW icon
30
iShares S&P 500 Growth ETF
IVW
$67.1B
$1.9M 0.85%
17,273
-967
APD icon
31
Air Products & Chemicals
APD
$56.7B
$1.89M 0.84%
6,688
+48
TJX icon
32
TJX Companies
TJX
$158B
$1.87M 0.83%
15,130
+395
JNJ icon
33
Johnson & Johnson
JNJ
$459B
$1.82M 0.81%
11,882
+747
MGK icon
34
Vanguard Mega Cap Growth ETF
MGK
$31.6B
$1.81M 0.81%
4,941
O icon
35
Realty Income
O
$54.8B
$1.7M 0.76%
29,502
+1,098
AMZN icon
36
Amazon
AMZN
$2.39T
$1.66M 0.74%
7,590
+243
CRM icon
37
Salesforce
CRM
$243B
$1.62M 0.72%
5,935
+168
FIS icon
38
Fidelity National Information Services
FIS
$35.4B
$1.62M 0.72%
19,887
+1,313
UNH icon
39
UnitedHealth
UNH
$328B
$1.61M 0.72%
5,133
+567
ADI icon
40
Analog Devices
ADI
$117B
$1.59M 0.71%
6,675
-773
MDT icon
41
Medtronic
MDT
$120B
$1.59M 0.71%
18,239
+339
SPGI icon
42
S&P Global
SPGI
$149B
$1.53M 0.68%
2,897
+86
MGV icon
43
Vanguard Mega Cap Value ETF
MGV
$10.2B
$1.53M 0.68%
11,647
VZ icon
44
Verizon
VZ
$164B
$1.48M 0.66%
34,315
+449
FI icon
45
Fiserv
FI
$68B
$1.48M 0.66%
8,610
+216
VO icon
46
Vanguard Mid-Cap ETF
VO
$89.2B
$1.48M 0.66%
5,303
+205
NIC icon
47
Nicolet Bankshares
NIC
$1.84B
$1.47M 0.66%
11,892
-281
GEV icon
48
GE Vernova
GEV
$159B
$1.42M 0.63%
+2,689
ALL icon
49
Allstate
ALL
$50.9B
$1.39M 0.62%
6,872
+152
FLMI icon
50
Franklin Dynamic Municipal Bond ETF
FLMI
$959M
$1.35M 0.6%
55,546
+2,171
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