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
76
$599K 0.27%
27,112
-3
77
$570K 0.25%
5,764
+1,557
78
$568K 0.25%
2,777
+145
79
$566K 0.25%
2,902
-1,169
80
$534K 0.24%
+6,125
81
$533K 0.24%
8,881
+1,560
82
$486K 0.22%
7,033
+51
83
$447K 0.2%
1,452
+21
84
$440K 0.2%
18,936
-623
85
$427K 0.19%
1,952
86
$413K 0.18%
805
+2
87
$410K 0.18%
2,665
88
$400K 0.18%
1,443
-62
89
$398K 0.18%
3,502
+15
90
$391K 0.17%
3,031
-368
91
$345K 0.15%
5,707
+14
92
$345K 0.15%
1,880
-119
93
$337K 0.15%
6,757
-517
94
$317K 0.14%
12,973
+37
95
$315K 0.14%
2,203
-77
96
$315K 0.14%
259
+2
97
$298K 0.13%
301
98
$292K 0.13%
2,500
+9
99
$285K 0.13%
1,045
+131
100
$281K 0.13%
663