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
$2.45B
AUM Growth
+$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$8.04M
3
+$7.32M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.81M
5
FDX icon
FedEx
FDX
+$4.76M

Top Sells

1
+$6.86M
2
+$6.63M
3
+$5.75M
4
GILD icon
Gilead Sciences
GILD
+$5.66M
5
STZ icon
Constellation Brands
STZ
+$5.6M

Sector Composition

1 Financials 21.71%
2 Technology 11.28%
3 Industrials 10.08%
4 Healthcare 9.16%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$680K 0.03%
5,689
+222
227
$677K 0.03%
8,085
+415
228
$673K 0.03%
4,906
+292
229
$667K 0.03%
+6,353
230
$633K 0.03%
6,000
-1,100
231
$632K 0.03%
11,269
-80,772
232
$628K 0.03%
12,710
233
$624K 0.03%
3,990
-650
234
$615K 0.03%
3,833
235
$614K 0.03%
2,172
236
$611K 0.02%
11,343
-12,005
237
$609K 0.02%
11,729
-2,061
238
$608K 0.02%
8,560
239
$604K 0.02%
7,740
+250
240
$603K 0.02%
3,443
-31,983
241
$571K 0.02%
13,269
-15,225
242
$569K 0.02%
16,000
+500
243
$563K 0.02%
2,945
+735
244
$563K 0.02%
4,240
-410
245
$559K 0.02%
4,821
+125
246
$553K 0.02%
+5,295
247
$551K 0.02%
3,596
+283
248
$550K 0.02%
3,486
+650
249
$545K 0.02%
6,560
250
$540K 0.02%
21,430
8 9
10
11 12