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
301
$417K 0.01%
1,458
+202
302
$416K 0.01%
1,533
303
$414K 0.01%
2,927
304
$409K 0.01%
1,295
+6
305
$408K 0.01%
6,109
-539
306
$407K 0.01%
15,600
-840
307
$398K 0.01%
+5,860
308
$393K 0.01%
1,313
309
$390K 0.01%
3,077
+324
310
$387K 0.01%
1,185
311
$386K 0.01%
4,689
+43
312
$377K 0.01%
9,188
-15
313
$366K 0.01%
3,090
-17
314
$360K 0.01%
8,794
315
$357K 0.01%
987
-1,081
316
$355K 0.01%
+2,484
317
$354K 0.01%
1,920
318
$354K ﹤0.01%
2,207
319
$353K ﹤0.01%
2,180
320
$352K ﹤0.01%
2,768
321
$350K ﹤0.01%
7,385
322
$350K ﹤0.01%
2,020
-7,319
323
$349K ﹤0.01%
2,789
324
$346K ﹤0.01%
5,518
325
$343K ﹤0.01%
35,264
11 12
13
14 15