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
301
$446K 0.02%
8,284
-988
302
$443K 0.02%
7,904
-1,824
303
$440K 0.02%
5,546
-214
304
$435K 0.02%
5,102
-252
305
$431K 0.02%
3,111
306
$428K 0.02%
8,143
307
$427K 0.02%
4,172
+463
308
$423K 0.02%
2,800
309
$419K 0.02%
5,573
+346
310
$419K 0.02%
2,022
311
$417K 0.02%
7,196
312
$408K 0.02%
1,792
313
$408K 0.02%
3,545
-25
314
$407K 0.02%
2,977
-306
315
$403K 0.02%
+9,643
316
$402K 0.02%
2,634
317
$399K 0.02%
4,478
318
$395K 0.02%
5,424
+1,917
319
$393K 0.02%
7,996
-1,204
320
$391K 0.01%
4,751
-368
321
$390K 0.01%
5,480
-15
322
$387K 0.01%
+7,589
323
$386K 0.01%
4,289
324
$383K 0.01%
8,948
-1,661
325
$374K 0.01%
+1,102
11 12
13
14 15