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
$7.15B
AUM Growth
-$755K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$15.3M
3
+$8.74M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.05M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.71M

Top Sells

1
+$18.1M
2
+$9.23M
3
+$8.5M
4
GNRC icon
Generac Holdings
GNRC
+$8.41M
5
BWXT icon
BWX Technologies
BWXT
+$7.66M

Sector Composition

1 Technology 22.53%
2 Financials 20.64%
3 Consumer Discretionary 11.23%
4 Healthcare 8.62%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$830K 0.01%
5,607
+2,309
227
$810K 0.01%
2,792
+228
228
$808K 0.01%
3,273
+505
229
$798K 0.01%
401
-25
230
$792K 0.01%
10,993
+1,700
231
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13,926
-243
232
$787K 0.01%
21,407
+8,698
233
$785K 0.01%
8,630
-80
234
$783K 0.01%
11,204
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235
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3,328
-2
236
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5,923
-3,422
237
$776K 0.01%
2,105
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238
$775K 0.01%
21,142
-16,571
239
$758K 0.01%
2,473
-220
240
$741K 0.01%
13,639
+2,273
241
$737K 0.01%
9,180
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242
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9,440
243
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12,690
244
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6,165
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245
$711K 0.01%
13,129
-18
246
$703K 0.01%
32,944
-58
247
$691K 0.01%
4,303
+562
248
$681K 0.01%
4,341
+99
249
$679K 0.01%
+9,647
250
$674K 0.01%
12,439
+4,560
8 9
10
11 12