BIM

Bogle Investment Management Portfolio holdings

AUM $63M
1-Year Est. Return 51.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+51.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
-$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.2M
3
+$12.6M
4
GIMO
Gigamon Inc.
GIMO
+$12.5M
5
CRUS icon
Cirrus Logic
CRUS
+$12M

Top Sells

1
+$20M
2
+$14M
3
+$13.6M
4
IONS icon
Ionis Pharmaceuticals
IONS
+$13.4M
5
JOY
Joy Global Inc
JOY
+$13.1M

Sector Composition

1 Healthcare 22.43%
2 Technology 17.94%
3 Consumer Discretionary 12.59%
4 Industrials 10.46%
5 Materials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
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