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
$6.93B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$13.8M
3
+$13.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.2M

Top Sells

1
+$32.9M
2
+$12.7M
3
+$10M
4
AAPL icon
Apple
AAPL
+$9.96M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$7.19M

Sector Composition

1 Financials 22.94%
2 Technology 20.01%
3 Consumer Discretionary 10.41%
4 Healthcare 9.17%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.04M 0.02%
2,844
+1,502
227
$1.04M 0.02%
34,188
+3,278
228
$1.03M 0.01%
3,846
+8
229
$1.02M 0.01%
24,681
230
$1.01M 0.01%
6,530
-510
231
$1.01M 0.01%
5,820
232
$995K 0.01%
8,119
+3,778
233
$984K 0.01%
9,289
+4,888
234
$979K 0.01%
6,651
-2,121
235
$938K 0.01%
9,030
236
$927K 0.01%
4,781
-116
237
$903K 0.01%
11,590
238
$884K 0.01%
2,897
-203
239
$870K 0.01%
4,770
-270
240
$849K 0.01%
13,926
241
$835K 0.01%
3,292
-36
242
$800K 0.01%
434
+33
243
$785K 0.01%
13,129
244
$783K 0.01%
17,916
+9,438
245
$777K 0.01%
9,440
246
$775K 0.01%
5,923
247
$772K 0.01%
3,242
248
$762K 0.01%
57,004
+30,030
249
$758K 0.01%
6,217
+35
250
$757K 0.01%
12,836
+9
8 9
10
11 12