BIM

Bridges Investment Management Portfolio holdings

AUM $7.82B
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$4.5M
3
+$4.34M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.11M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.06M

Top Sells

1
+$1.46M
2
+$1.41M
3
+$877K
4
QCOM icon
Qualcomm
QCOM
+$829K
5
TWX
Time Warner Inc
TWX
+$826K

Sector Composition

1 Financials 17.89%
2 Industrials 7.96%
3 Technology 7.9%
4 Healthcare 6.43%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$246K 0.01%
3,322
227
$245K 0.01%
3,141
228
$234K 0.01%
4,168
-16
229
$231K 0.01%
2,532
230
$230K 0.01%
+10,080
231
$222K 0.01%
1,691
232
$215K 0.01%
12,000
233
$208K 0.01%
+532
234
$208K 0.01%
11,746
-2,234
235
$207K 0.01%
2,363
236
$206K 0.01%
4,080
+165
237
$205K 0.01%
+2,938
238
$201K 0.01%
+300
239
$114K 0.01%
+2,260
240
$104K ﹤0.01%
16,371
241
$72K ﹤0.01%
14,900
242
– –
-12,521
243
– –
-8,733
244
– –
-12,375
6 7 8 9
10