BC

Bowman & Company Portfolio holdings

AUM $237M
1-Year Est. Return 16.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.16%
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
State Street 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
26
$2.41M 1.08%
5,506
-2
27
$2.1M 0.94%
9,631
+48
28
$2.06M 0.92%
19,511
+70
29
$1.97M 0.88%
+10,592
30
$1.9M 0.85%
17,273
-967
31
$1.89M 0.84%
6,688
+48
32
$1.87M 0.83%
15,130
+395
33
$1.82M 0.81%
11,882
+747
34
$1.81M 0.81%
4,941
35
$1.7M 0.76%
29,502
+1,098
36
$1.66M 0.74%
7,590
+243
37
$1.62M 0.72%
5,935
+168
38
$1.62M 0.72%
19,887
+1,313
39
$1.61M 0.72%
5,133
+567
40
$1.59M 0.71%
6,675
-773
41
$1.59M 0.71%
18,239
+339
42
$1.53M 0.68%
2,897
+86
43
$1.53M 0.68%
11,647
44
$1.48M 0.66%
34,315
+449
45
$1.48M 0.66%
8,610
+216
46
$1.48M 0.66%
5,303
+205
47
$1.47M 0.66%
11,892
-281
48
$1.42M 0.63%
+2,689
49
$1.39M 0.62%
6,872
+152
50
$1.35M 0.6%
55,546
+2,171
1
2
3 4 5