BIM

BRC Investment Management Portfolio holdings

AUM $593M
1-Year Est. Return 27.29%
This Quarter Est. Return
1 Year Est. Return
+27.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$649M
AUM Growth
-$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$20.4M
3
+$18.3M
4
CBRE icon
CBRE Group
CBRE
+$17.6M
5
STI
SunTrust Banks, Inc.
STI
+$17.3M

Top Sells

1
+$21.2M
2
+$20.6M
3
+$20.2M
4
CMCSA icon
Comcast
CMCSA
+$20.1M
5
LYB icon
LyondellBasell Industries
LYB
+$19.7M

Sector Composition

1 Financials 19.93%
2 Industrials 13.6%
3 Technology 12.49%
4 Consumer Discretionary 11.45%
5 Healthcare 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
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