BIM

Brentview Investment Management Portfolio holdings

AUM $198M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1 +$3.7M
2 +$951K
3 +$868K
4
MSFT icon
Microsoft
MSFT
+$552K
5
AAPL icon
Apple
AAPL
+$494K

Top Sells

1 +$3.04M
2 +$779K
3 +$755K
4
SAP icon
SAP
SAP
+$56.4K

Sector Composition

1 Financials 22.75%
2 Technology 20.67%
3 Industrials 11.3%
4 Healthcare 10.84%
5 Consumer Staples 7.62%