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
$1.53B
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$14.6M
3
+$14.1M
4
PRXL
Parexel International Corp
PRXL
+$13.9M
5
GBX icon
The Greenbrier Companies
GBX
+$13.9M

Top Sells

1
+$19.2M
2
+$18.6M
3
+$16.2M
4
VIPS icon
Vipshop
VIPS
+$15M
5
BAS
Basis Energy Services, Inc.
BAS
+$13.3M

Sector Composition

1 Technology 18.85%
2 Healthcare 14.6%
3 Industrials 11.21%
4 Consumer Discretionary 9.75%
5 Materials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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410
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-87,894
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414
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415
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-868,052
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425
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