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
251
$862K 0.01%
11,370
252
$847K 0.01%
6,671
253
$845K 0.01%
3,245
254
$839K 0.01%
70,017
+4,229
255
$835K 0.01%
3,063
+484
256
$825K 0.01%
13,023
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257
$819K 0.01%
8,955
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258
$804K 0.01%
5,104
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259
$788K 0.01%
8,215
260
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17,262
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261
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4,364
262
$772K 0.01%
1,862
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263
$763K 0.01%
1,791
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264
$748K 0.01%
+25,252
265
$744K 0.01%
5,467
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266
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12,988
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268
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269
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6,224
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270
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271
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2,157
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272
$682K 0.01%
9,170
273
$660K 0.01%
4,663
+1,284
274
$652K 0.01%
436
275
$648K 0.01%
5,304
+1,380
9 10
11
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