BIM

Bridges Investment Management Portfolio holdings

AUM $7.88B
1-Year Est. Return 18.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.17B
AUM Growth
+$933M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1 +$20.5M
2 +$18.2M
3 +$18M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$17.7M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.1M

Top Sells

1 +$1.24M
2 +$257K
3 +$219K
4
AZO icon
AutoZone
AZO
+$213K
5
LECO icon
Lincoln Electric
LECO
+$186K

Sector Composition

1 Financials 18.25%
2 Industrials 7.72%
3 Technology 7.47%
4 Healthcare 6.38%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$205K 0.01%
+2,363
227
$204K 0.01%
+3,915
228
$101K ﹤0.01%
+16,371
229
$66K ﹤0.01%
+14,900
230
-300