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
251
$756K 0.01%
2,564
-228
252
$756K 0.01%
12,690
253
$753K 0.01%
4,353
+2,293
254
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47,270
255
$705K 0.01%
9,170
-10
256
$699K 0.01%
11,370
257
$697K 0.01%
8,370
-260
258
$694K 0.01%
6,365
+40
259
$666K 0.01%
8,311
+1,020
260
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4,121
-844
261
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+7,751
262
$647K 0.01%
2,267
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263
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4,501
-347
264
$633K 0.01%
13,057
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265
$627K 0.01%
4,066
266
$622K 0.01%
6,875
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267
$618K 0.01%
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268
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8,640
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269
$613K 0.01%
1,862
270
$605K 0.01%
15,472
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271
$600K 0.01%
6,004
-436
272
$574K 0.01%
1,660
-75
273
$563K 0.01%
9,416
-566
274
$550K 0.01%
20,610
275
$532K 0.01%
1,913
+5
9 10
11
12 13