BIM

Bridges Investment Management Portfolio holdings

AUM $7.38B
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.82B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$50.3M
3
+$38.9M
4
LOW icon
Lowe's Companies
LOW
+$12.2M
5
SYK icon
Stryker
SYK
+$11.2M

Top Sells

1
+$60.2M
2
+$20.7M
3
+$17.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.1M
5
LMT icon
Lockheed Martin
LMT
+$13.8M

Sector Composition

1 Technology 22.8%
2 Financials 20.39%
3 Consumer Discretionary 11.14%
4 Industrials 8.6%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.16M 0.01%
18,538
-2,550
227
$1.13M 0.01%
22,015
+1,331
228
$1.13M 0.01%
24,711
229
$1.11M 0.01%
23,499
+200
230
$1.1M 0.01%
5,362
+320
231
$1.09M 0.01%
4,320
232
$1.09M 0.01%
8,440
+549
233
$1.08M 0.01%
4,995
+214
234
$1.07M 0.01%
+17,112
235
$1.05M 0.01%
10,300
-712
236
$1M 0.01%
18,971
+1,129
237
$990K 0.01%
34,007
+18,952
238
$987K 0.01%
12,346
-29
239
$981K 0.01%
37,667
+3,479
240
$970K 0.01%
10,384
+5,612
241
$969K 0.01%
+30,364
242
$954K 0.01%
31,230
+5,080
243
$952K 0.01%
10,411
244
$934K 0.01%
7,572
-600
245
$933K 0.01%
8,490
+172
246
$930K 0.01%
3,922
-123
247
$915K 0.01%
3,342
+43
248
$912K 0.01%
4,443
-44
249
$907K 0.01%
13,369
+26
250
$863K 0.01%
2,227
8 9
10
11 12