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
1
$21.2M 11.13%
209,359
-205
2
$17.4M 9.13%
32,970
+353
3
$6.78M 3.56%
29,098
+520
4
$6.74M 3.54%
131,831
+3,018
5
$6.17M 3.24%
14,328
-69
6
$5.36M 2.81%
25,414
+2,163
7
$4.99M 2.62%
63,933
+447
8
$4.69M 2.46%
27,175
-165
9
$4.63M 2.43%
50,676
-2,452
10
$4.16M 2.18%
9,254
+368
11
$4.07M 2.13%
12,266
-810
12
$3.55M 1.87%
8,780
+444
13
$3.51M 1.84%
43,435
+3,445
14
$3.08M 1.62%
18,935
+1,438
15
$3.08M 1.62%
24,048
+181
16
$3.05M 1.6%
48,927
-95
17
$2.92M 1.53%
63,243
18
$2.74M 1.44%
7,034
+719
19
$2.72M 1.43%
23,969
+2,184
20
$2.38M 1.25%
8,235
-1,586
21
$2.12M 1.11%
5,526
-43
22
$2.05M 1.08%
12,361
+1,599
23
$2M 1.05%
3,491
+356
24
$1.93M 1.01%
11,899
+887
25
$1.92M 1.01%
20,023
-105
1
2 3 4 5