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
$1.44B
AUM Growth
-$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$18.6M
3
+$17.7M
4
FPRX
Five Prime Therapeutics, Inc.
FPRX
+$14.3M
5
TSE
Trinseo
TSE
+$14.1M

Top Sells

1
+$18.1M
2
+$16.1M
3
+$16.1M
4
AVP
Avon Products, Inc.
AVP
+$15.9M
5
ALKS icon
Alkermes
ALKS
+$14.7M

Sector Composition

1 Healthcare 21.18%
2 Industrials 14.82%
3 Technology 14.64%
4 Consumer Discretionary 9.49%
5 Consumer Staples 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
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