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
251
$538K 0.02%
2,726
-65
252
$535K 0.02%
5,920
253
$524K 0.02%
2,003
+252
254
$524K 0.02%
43,830
+8,900
255
$518K 0.02%
3,304
256
$514K 0.02%
7,212
257
$514K 0.02%
7,132
+358
258
$512K 0.02%
7,377
259
$510K 0.02%
4,600
-8,184
260
$502K 0.02%
5,274
-166
261
$496K 0.02%
5,550
-50
262
$490K 0.02%
5,444
+1,285
263
$488K 0.02%
27,250
-6,000
264
$481K 0.02%
14,825
-21,163
265
$465K 0.02%
5,478
+100
266
$452K 0.02%
4,298
+892
267
$448K 0.02%
5,332
+225
268
$447K 0.02%
15,234
-11,908
269
$444K 0.02%
5,106
+253
270
$441K 0.02%
5,245
-5,130
271
$439K 0.02%
12,088
272
$439K 0.02%
15,200
273
$436K 0.02%
+2,750
274
$436K 0.02%
10,120
-1,200
275
$435K 0.02%
10,513
+4,058
9 10
11
12 13