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
$1.39B
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$13.2M
3
+$13.1M
4
CBPO
China Biologic Products Holdings, Inc.
CBPO
+$12.7M
5
NVDA icon
NVIDIA
NVDA
+$12.5M

Top Sells

1
+$19.5M
2
+$17.5M
3
+$17.3M
4
CDW icon
CDW
CDW
+$13.5M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$13.3M

Sector Composition

1 Technology 18.14%
2 Healthcare 14.88%
3 Consumer Discretionary 14.71%
4 Industrials 13.6%
5 Energy 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
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