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
326
$213K 0.01%
8,068
-1,133
327
$213K 0.01%
1,170
-300
328
$209K 0.01%
8,000
329
$207K 0.01%
12,288
330
$204K 0.01%
+1,642
331
$204K 0.01%
+4,657
332
$163K 0.01%
23,762
-6,250
333
– –
-7,878
334
– –
-24,000
335
– –
-9,846
336
– –
-3,523
337
– –
-42,992
338
– –
-12,560
339
– –
-3,367
340
– –
-2,363
341
– –
-29,803
342
– –
-80,421
343
– –
-2,654
344
– –
-3,322
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