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
76
$448K 0.23%
6,677
+753
77
$443K 0.23%
6,844
+29
78
$434K 0.23%
16,611
-478
79
$429K 0.23%
20,880
-64
80
$416K 0.22%
2,051
-16
81
$393K 0.21%
1,472
+4
82
$390K 0.2%
7,497
+19
83
$370K 0.19%
2,173
84
$353K 0.19%
614
-73
85
$352K 0.18%
5,798
+1,178
86
$347K 0.18%
3,466
-149
87
$341K 0.18%
2,665
88
$336K 0.18%
2,280
89
$334K 0.18%
263
+3
90
$322K 0.17%
5,604
+451
91
$309K 0.16%
12,008
+80
92
$292K 0.15%
2,512
+6
93
$279K 0.15%
12,321
+78
94
$271K 0.14%
5,277
+46
95
$266K 0.14%
300
96
$248K 0.13%
661
+1
97
$224K 0.12%
391
+1
98
$219K 0.11%
+1,608
99
$203K 0.11%
+2,250
100
$203K 0.11%
+1,172