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
$674M
AUM Growth
-$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$20.8M
3
+$19.8M
4
BMY icon
Bristol-Myers Squibb
BMY
+$18.9M
5
AMAT icon
Applied Materials
AMAT
+$18.8M

Top Sells

1
+$20.6M
2
+$20.5M
3
+$20.1M
4
JLL icon
Jones Lang LaSalle
JLL
+$19.5M
5
ETFC
E*Trade Financial Corporation
ETFC
+$19.3M

Sector Composition

1 Financials 20.59%
2 Consumer Discretionary 15.82%
3 Industrials 13.46%
4 Healthcare 12.27%
5 Technology 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
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