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
251
$673K 0.01%
12,827
252
$666K 0.01%
6,182
+465
253
$645K 0.01%
3,679
+423
254
$637K 0.01%
9,982
+535
255
$636K 0.01%
11,370
256
$635K 0.01%
4,848
-14
257
$628K 0.01%
7,300
-400
258
$624K 0.01%
6,440
259
$612K 0.01%
2,554
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260
$608K 0.01%
14,180
+2,193
261
$595K 0.01%
6,325
-29
262
$590K 0.01%
1,155
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263
$584K 0.01%
22,170
+5,387
264
$575K 0.01%
7,291
+1
265
$574K 0.01%
70,520
266
$572K 0.01%
20,610
-1,448
267
$570K 0.01%
4,066
268
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269
$566K 0.01%
1,532
+1
270
$561K 0.01%
6,344
271
$557K 0.01%
2,060
+317
272
$550K 0.01%
6,178
273
$546K 0.01%
5,434
274
$542K 0.01%
1,342
+206
275
$541K 0.01%
4,129
-42
9 10
11
12 13