Bowling Portfolio Management LLC

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CAFR Data
Bowling Portfolio Management LLC
CRD #133488
SEC #801-63696
CIK #1322590
AUM $643.1 MM (100% Disc, 100% US, 2020-03-10)
Employees8 (38% Investors, 0% Brokers)
Phone513-871-7776
Address4030 Smith Road
Cincinnati, OH 45209
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
80564448332216102002200820142021
Sector Issuer Cap ($MM) Value ($MM)
AAPL 1,372,810.0 15.5
GOOGL 970,260.0 12.0
SCHX 11.6
MSFT 1,376,930.0 10.7
VZ 224,690.0 8.0
SPY 7.7
HCA 36,820.0 7.1
INTC 263,950.0 7.0
AMZN 1,207,970.0 6.4
CMCSA 180,380.0 6.1
View All
Holdings by Sector ($)
0.70.60.40.30.10.02014201620182020
Comparable Firms State AUM ($BB)
Pinkerton Retirement Specialists LLC
ID 0.6
Financial Services Advisory Inc
MD 0.6
3 Bridge Capital LLC
CA 0.6
van Cleef Asset Management Inc
OH 0.6
Spectrum Management Group LLC
IN 0.6
Barry Investment Advisors LLC
MA 0.6
The Mutual Fund Store-St Louis LLC
KS 0.6
Intrua Financial LLC
TX 0.6
MAS Advisors LLC
FL 0.6
MEG Green & Associates Inc
FL 0.6
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