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
$2.62B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.31M
3
+$4.25M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.41M
5
CRM icon
Salesforce
CRM
+$3.39M

Top Sells

1
+$11.5M
2
+$6.65M
3
+$6.35M
4
FDX icon
FedEx
FDX
+$4.72M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.31M

Sector Composition

1 Financials 22.91%
2 Technology 13.06%
3 Industrials 9.66%
4 Consumer Discretionary 8.58%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$789K 0.03%
11,908
-170
227
$783K 0.03%
15,500
228
$782K 0.03%
17,545
-1,397
229
$766K 0.03%
3,833
230
$763K 0.03%
34,400
231
$749K 0.03%
27,160
+6,500
232
$749K 0.03%
2,519
-23
233
$745K 0.03%
24,720
-3,110
234
$742K 0.03%
3,430
+633
235
$735K 0.03%
16,183
+692
236
$724K 0.03%
2,981
+160
237
$721K 0.03%
8,511
-637
238
$714K 0.03%
10,670
239
$712K 0.03%
8,210
-3,000
240
$711K 0.03%
3,525
241
$710K 0.03%
+5,900
242
$703K 0.03%
13,001
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243
$685K 0.03%
14,690
244
$668K 0.03%
4,109
-263
245
$662K 0.03%
4,822
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246
$660K 0.03%
4,153
247
$660K 0.03%
2,600
-724
248
$658K 0.03%
43,830
249
$654K 0.02%
6,720
-2,028
250
$648K 0.02%
7,212
8 9
10
11 12