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
$1.45B
AUM Growth
+$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1 +$13.8M
2 +$13.2M
3 +$13.1M
4
RYAAY icon
Ryanair
RYAAY
+$13M
5
STM icon
STMicroelectronics
STM
+$13M

Top Sells

1 +$18.2M
2 +$18.1M
3 +$17.6M
4
FPRX
Five Prime Therapeutics, Inc.
FPRX
+$17.5M
5
CDE icon
Coeur Mining
CDE
+$17.1M

Sector Composition

1 Healthcare 19.95%
2 Technology 17.14%
3 Industrials 14.22%
4 Consumer Discretionary 12.77%
5 Materials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
-48,403
477
-200,378
478
-75,369
479
-49,643
480
-28,509