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
76
$510K 0.25%
2,632
-772
77
$483K 0.24%
3,399
+10
78
$482K 0.24%
7,054
+1,535
79
$453K 0.22%
19,559
-24,712
80
$438K 0.22%
2,166
+232
81
$434K 0.21%
6,982
+21
82
$408K 0.2%
2,665
83
$395K 0.19%
7,321
+1,181
84
$381K 0.19%
2,280
85
$379K 0.19%
1,505
+71
86
$367K 0.18%
7,274
-90
87
$366K 0.18%
5,693
+14
88
$364K 0.18%
1,431
+188
89
$349K 0.17%
622
+2
90
$345K 0.17%
1,999
-256
91
$344K 0.17%
803
+115
92
$328K 0.16%
3,487
+13
93
$318K 0.16%
257
-8
94
$291K 0.14%
12,411
+28
95
$286K 0.14%
12,936
+38
96
$284K 0.14%
301
+1
97
$276K 0.14%
+4,207
98
$273K 0.13%
1,952
-21
99
$269K 0.13%
2,491
+1
100
$260K 0.13%
5,200
-101
1 2 3
4
5