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
51
$1.18M 0.62%
+14,100
52
$1.17M 0.61%
6,169
+506
53
$1.15M 0.6%
6,586
-468
54
$1.14M 0.6%
4,304
+189
55
$1.07M 0.56%
44,966
+276
56
$1.06M 0.56%
23,140
+14
57
$1.03M 0.54%
4,324
+465
58
$1.01M 0.53%
40,344
59
$996K 0.52%
54,412
60
$985K 0.52%
9,715
61
$978K 0.51%
4,025
+425
62
$960K 0.5%
10,753
+3,721
63
$955K 0.5%
11,282
+3,590
64
$931K 0.49%
4,634
-114
65
$896K 0.47%
9,127
-332
66
$852K 0.45%
29,320
+203
67
$814K 0.43%
12,339
+1,412
68
$774K 0.41%
3,910
-5
69
$766K 0.4%
598
+6
70
$721K 0.38%
4,176
+576
71
$674K 0.35%
5,748
-166
72
$566K 0.3%
6,733
-559
73
$551K 0.29%
4,712
+238
74
$502K 0.26%
3,528
+3
75
$470K 0.25%
+8,153