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
276
$540K 0.01%
4,401
-952
277
$532K 0.01%
8,478
+2,449
278
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2,974
+728
279
$524K 0.01%
8,894
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280
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1,735
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281
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26,974
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282
$514K 0.01%
1,862
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283
$512K 0.01%
2,021
-1,960
284
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285
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21,012
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286
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6,364
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287
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3,524
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288
$474K 0.01%
450
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289
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23,586
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290
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291
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293
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294
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11,960
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295
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1,896
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296
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3,860
297
$429K 0.01%
1,908
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298
$421K 0.01%
910
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299
$420K 0.01%
3,327
-122
300
$418K 0.01%
4,534
-35
10 11
12
13 14