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
276
$428K 0.02%
33,240
277
$421K 0.02%
8,790
278
$420K 0.02%
1,395
+339
279
$420K 0.02%
4,580
280
$418K 0.02%
10,219
281
$414K 0.02%
2,949
-7,447
282
$414K 0.02%
3,186
-100
283
$413K 0.02%
5,994
+422
284
$412K 0.02%
2,957
285
$412K 0.02%
5,177
+422
286
$410K 0.02%
8,142
-1,608
287
$408K 0.02%
14,607
-17,753
288
$406K 0.02%
3,405
-1,862
289
$397K 0.02%
5,574
+507
290
$391K 0.02%
6,454
291
$389K 0.02%
15,300
+300
292
$382K 0.02%
1,750
-100
293
$378K 0.02%
3,292
+292
294
$378K 0.02%
12,990
295
$371K 0.02%
3,570
+35
296
$368K 0.02%
3,141
+845
297
$364K 0.01%
7,033
-6,250
298
$358K 0.01%
5,359
299
$354K 0.01%
5,946
300
$346K 0.01%
5,787
10 11
12
13 14