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
301
$340K 0.01%
2,875
+75
302
$333K 0.01%
4,160
+275
303
$333K 0.01%
12,593
304
$332K 0.01%
2,945
-300
305
$331K 0.01%
13,296
-2,250
306
$329K 0.01%
18,015
-2,895
307
$328K 0.01%
1,708
-350
308
$324K 0.01%
6,585
-700
309
$323K 0.01%
16,617
-1,000
310
$322K 0.01%
14,800
-1,500
311
$319K 0.01%
1,950
-700
312
$319K 0.01%
5,495
-10,810
313
$317K 0.01%
14,286
314
$307K 0.01%
300
315
$305K 0.01%
4,050
-950
316
$302K 0.01%
2,763
-80
317
$300K 0.01%
1,708
+100
318
$292K 0.01%
2,040
319
$292K 0.01%
6,212
320
$272K 0.01%
2,178
321
$263K 0.01%
+4,045
322
$251K 0.01%
10,080
323
$244K 0.01%
906
-628
324
$235K 0.01%
4,700
+450
325
$223K 0.01%
+4,068
10 11 12
13
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