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
101
-913
102
-2,051
103
-2,591
104
-671
105
-32,958