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
$173M
AUM Growth
+$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$705K
2
+$546K
3
+$519K
4
MSFT icon
Microsoft
MSFT
+$440K
5
AVGO icon
Broadcom
AVGO
+$344K

Top Sells

1
+$471K
2
+$384K
3
+$207K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$189K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$180K

Sector Composition

1 Technology 15.77%
2 Financials 8.2%
3 Industrials 5.99%
4 Healthcare 5.72%
5 Consumer Discretionary 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.3M 11.76%
209,564
+3,464
2
$16.3M 9.43%
32,617
-942
3
$6.45M 3.73%
128,813
+969
4
$6.44M 3.72%
14,397
+985
5
$6.02M 3.48%
28,578
+1,394
6
$4.7M 2.72%
23,251
+1,568
7
$4.61M 2.66%
63,486
+1,455
8
$4.46M 2.58%
53,128
-1,136
9
$4.4M 2.54%
27,340
+2,140
10
$4.1M 2.37%
13,076
+901
11
$3.43M 1.98%
8,886
+707
12
$3.04M 1.75%
17,497
-187
13
$2.87M 1.66%
49,022
+59
14
$2.87M 1.66%
8,336
+754
15
$2.83M 1.64%
23,867
+727
16
$2.71M 1.57%
63,243
17
$2.71M 1.56%
39,990
+3,466
18
$2.7M 1.56%
21,785
+2,208
19
$2.51M 1.45%
9,821
+988
20
$2.08M 1.2%
5,569
+4
21
$2.08M 1.2%
6,315
+542
22
$1.96M 1.13%
10,762
+985
23
$1.86M 1.08%
20,128
+157
24
$1.61M 0.93%
11,012
+949
25
$1.58M 0.91%
3,135
+270
1
2 3 4 5