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
276
$533K 0.02%
7,723
-1,006
277
$533K 0.02%
4,006
-500
278
$530K 0.02%
1,618
-546
279
$528K 0.02%
8,438
280
$517K 0.02%
24,934
-3,300
281
$512K 0.02%
2,660
-1,581
282
$506K 0.02%
1,705
-80
283
$504K 0.02%
15,761
284
$502K 0.02%
43,096
285
$499K 0.02%
5,550
286
$494K 0.02%
3,269
287
$491K 0.02%
13,437
+151
288
$490K 0.02%
7,741
-9,703
289
$476K 0.02%
2,994
+534
290
$475K 0.02%
12,192
291
$474K 0.02%
5,520
-780
292
$471K 0.02%
5,260
-2,230
293
$470K 0.02%
2,158
-36
294
$465K 0.02%
9,464
295
$465K 0.02%
10,002
296
$461K 0.02%
9,867
297
$458K 0.02%
4,474
298
$455K 0.02%
18,872
+3,068
299
$452K 0.02%
5,502
300
$449K 0.02%
17,181
+5,052
10 11
12
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