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
251
$643K 0.02%
5,029
+3,292
252
$643K 0.02%
6,711
253
$621K 0.02%
2,977
254
$621K 0.02%
5,273
255
$614K 0.02%
+4,416
256
$613K 0.02%
+3,140
257
$602K 0.02%
6,040
-5,490
258
$599K 0.02%
4,806
-90
259
$596K 0.02%
2,271
260
$592K 0.02%
12,426
261
$591K 0.02%
16,820
-4,248
262
$588K 0.02%
2,450
263
$586K 0.02%
5,249
264
$583K 0.02%
12,355
-197
265
$581K 0.02%
4,877
-643
266
$578K 0.02%
5,519
267
$577K 0.02%
+9,451
268
$573K 0.02%
+2,155
269
$572K 0.02%
5,295
270
$560K 0.02%
3,612
+320
271
$559K 0.02%
19,290
272
$556K 0.02%
6,000
273
$551K 0.02%
32,750
274
$544K 0.02%
1,999
275
$541K 0.02%
+4,068
9 10
11
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