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
$1.31B
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$14.1M
3 +$13.8M
4
CLH icon
Clean Harbors
CLH
+$13.7M
5
WAT icon
Waters Corp
WAT
+$13.6M

Top Sells

1 +$15.2M
2 +$13.7M
3 +$13.3M
4
CELG
Celgene Corp
CELG
+$13M
5
SPOT icon
Spotify
SPOT
+$13M

Sector Composition

1 Technology 21.56%
2 Healthcare 21%
3 Consumer Discretionary 15.06%
4 Industrials 10.42%
5 Consumer Staples 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-155,965
452
-346,587
453
-196,571
454
-12,269
455
-133,390
456
-139,447
457
-88,820
458
-94,267
459
-214,965
460
-165,300