BIM

Bogle Investment Management Portfolio holdings

AUM $63M
1-Year Est. Return 52.22%
This Quarter Est. Return
1 Year Est. Return
+52.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$957M
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$10.7M
3
+$10.7M
4
CBOE icon
Cboe Global Markets
CBOE
+$10.6M
5
IDXX icon
Idexx Laboratories
IDXX
+$10.6M

Top Sells

1
+$14.9M
2
+$14.6M
3
+$14.2M
4
XRX icon
Xerox
XRX
+$14M
5
PVH icon
PVH
PVH
+$13.8M

Sector Composition

1 Healthcare 26.44%
2 Technology 18.88%
3 Consumer Staples 12.41%
4 Communication Services 10.19%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
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