BIM
Breakwater Investment Management Portfolio holdings
AUM
$258M
1-Year Return
12.15%
This Quarter Return
+2.06%
1 Year Return
+12.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$224M
AUM Growth
+$6.23M
(+2.9%)
Cap. Flow
+$2.3M
Cap. Flow
% of AUM
1.03%
Top 10 Holdings %
Top 10 Hldgs %
54.46%
Holding
329
New
15
Increased
46
Reduced
37
Closed
12
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 7.59% |
| 2 | Consumer Discretionary | 0.79% |
| 3 | Communication Services | 0.55% |
| 4 | Healthcare | 0.45% |
| 5 | Consumer Staples | 0.25% |
