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
$659M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$17.5M
3
+$17.1M
4
PRU icon
Prudential Financial
PRU
+$15.9M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$15.4M

Top Sells

1
+$15.7M
2
+$14.4M
3
+$13.7M
4
BEN icon
Franklin Resources
BEN
+$13.3M
5
FITB icon
Fifth Third Bancorp
FITB
+$13.2M

Sector Composition

1 Financials 21.96%
2 Energy 12.41%
3 Industrials 12.1%
4 Healthcare 10.83%
5 Consumer Discretionary 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
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