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
51
$1.32M 0.65%
5,098
+532
52
$1.3M 0.64%
53,375
+13,031
53
$1.27M 0.62%
28,153
+6,896
54
$1.18M 0.58%
6,215
+443
55
$1.13M 0.56%
22,548
+2,808
56
$1.07M 0.52%
6,181
-165
57
$1.04M 0.51%
14,177
+877
58
$1.04M 0.51%
10,092
+594
59
$1.03M 0.51%
4,923
+341
60
$1M 0.49%
12,206
+844
61
$997K 0.49%
4,395
+400
62
$984K 0.48%
13,578
+1,091
63
$943K 0.46%
23,162
+13
64
$938K 0.46%
5,321
+609
65
$935K 0.46%
13,189
+1,032
66
$761K 0.37%
+2,420
67
$759K 0.37%
4,071
-418
68
$747K 0.37%
7,832
-912
69
$745K 0.37%
4,662
+727
70
$727K 0.36%
605
+5
71
$697K 0.34%
4,771
-3,018
72
$682K 0.33%
5,732
-2
73
$668K 0.33%
6,386
+902
74
$611K 0.3%
7,544
+1,004
75
$536K 0.26%
27,115
+1,523
1 2
3
4 5