BIM
Bogle Investment Management Portfolio holdings
AUM
$63M
1-Year Return
52.22%
This Quarter Return
+15.97%
1 Year Return
+52.22%
3 Year Return
+181.66%
5 Year Return
+959.74%
10 Year Return
–
AUM
$1.39B
AUM Growth
+$7.15M
(+0.52%)
Cap. Flow
-$75.4M
Cap. Flow
% of AUM
-5.42%
Top 10 Holdings %
Top 10 Hldgs %
12.84%
Holding
380
New
107
Increased
67
Reduced
83
Closed
118
Top Buys
| 1 |
Atlassian
TEAM
|
$16.2M |
| 2 |
WCG
Wellcare Health Plans, Inc.
WCG
|
$15.2M |
| 3 |
Medpace
MEDP
|
$15.1M |
| 4 |
ZEN
ZENDESK INC
ZEN
|
$15M |
| 5 |
LOGM
LogMein, Inc.
LOGM
|
$14.7M |
Top Sells
| 1 |
Axon Enterprise
AXON
|
$16M |
| 2 |
Interactive Brokers
IBKR
|
$14.5M |
| 3 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$14.1M |
| 4 |
SFLY
Shutterfly, Inc.
SFLY
|
$14.1M |
| 5 |
Burlington
BURL
|
$13.8M |
Sector Composition
| 1 | Technology | 30.02% |
| 2 | Healthcare | 26.19% |
| 3 | Consumer Discretionary | 13.98% |
| 4 | Financials | 10.35% |
| 5 | Industrials | 5.17% |