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
276
$531K 0.01%
3,924
-205
277
$524K 0.01%
7,550
+250
278
$516K 0.01%
1,532
279
$504K 0.01%
16,164
280
$495K 0.01%
4,530
-4
281
$492K 0.01%
+1,424
282
$486K 0.01%
4,898
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283
$479K 0.01%
6,671
+327
284
$476K 0.01%
7,668
-1,226
285
$468K 0.01%
3,192
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286
$455K 0.01%
1,876
-175
287
$447K 0.01%
1,571
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288
$445K 0.01%
1,678
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289
$431K 0.01%
4,689
290
$429K 0.01%
2,367
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291
$426K 0.01%
3,027
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292
$426K 0.01%
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293
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294
$415K 0.01%
9,439
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295
$411K 0.01%
5,613
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296
$407K 0.01%
70,520
297
$406K 0.01%
4,971
-1,393
298
$405K 0.01%
1,592
+297
299
$398K 0.01%
3,860
300
$388K 0.01%
1,186
+1
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