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
326
$369K 0.01%
5,055
327
$368K 0.01%
9,224
328
$367K 0.01%
2,386
329
$366K 0.01%
+5,460
330
$365K 0.01%
1,832
-385
331
$365K 0.01%
6,623
-410
332
$361K 0.01%
+2,422
333
$358K 0.01%
4,002
-343
334
$356K 0.01%
3,285
335
$354K 0.01%
3,921
336
$353K 0.01%
4,260
+100
337
$347K 0.01%
2,761
338
$345K 0.01%
18,240
+75
339
$344K 0.01%
7,209
340
$339K 0.01%
906
341
$337K 0.01%
14,286
342
$336K 0.01%
12,053
-5,227
343
$335K 0.01%
6,212
344
$334K 0.01%
1,960
-989
345
$325K 0.01%
+3,946
346
$325K 0.01%
4,070
347
$324K 0.01%
3,750
-300
348
$322K 0.01%
3,409
349
$320K 0.01%
3,528
350
$318K 0.01%
2,553
+125
12 13
14
15 16