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
301
$387K 0.01%
1,982
+49
302
$381K 0.01%
11,465
-495
303
$381K 0.01%
2,207
304
$374K 0.01%
7,677
+292
305
$373K 0.01%
16,405
-7,181
306
$363K 0.01%
2,263
+83
307
$362K 0.01%
8,794
308
$362K 0.01%
689
+119
309
$362K 0.01%
3,077
310
$355K 0.01%
2,969
+180
311
$352K 0.01%
1,715
-181
312
$352K 0.01%
+660
313
$351K 0.01%
3,580
314
$351K 0.01%
2,871
+103
315
$349K 0.01%
1,085
-228
316
$345K 0.01%
3,090
317
$345K 0.01%
2,020
318
$343K ﹤0.01%
5,259
-7,125
319
$334K ﹤0.01%
4,846
+1,267
320
$334K ﹤0.01%
1,811
-109
321
$334K ﹤0.01%
+615
322
$331K ﹤0.01%
950
+193
323
$329K ﹤0.01%
2,958
+452
324
$326K ﹤0.01%
1,261
-197
325
$324K ﹤0.01%
3,774
+1,048
11 12
13
14 15