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
326
$342K ﹤0.01%
+1,057
327
$339K ﹤0.01%
9,665
328
$339K ﹤0.01%
570
-199
329
$332K ﹤0.01%
1,933
330
$329K ﹤0.01%
1,620
331
$329K ﹤0.01%
2,977
-829
332
$327K ﹤0.01%
3,580
-103
333
$320K ﹤0.01%
2,322
+302
334
$319K ﹤0.01%
7,335
+1,129
335
$313K ﹤0.01%
855
336
$307K ﹤0.01%
594
337
$299K ﹤0.01%
3,622
-9,934
338
$297K ﹤0.01%
2,091
339
$296K ﹤0.01%
1,724
340
$291K ﹤0.01%
504
-1
341
$290K ﹤0.01%
8,407
342
$288K ﹤0.01%
4,867
-3
343
$287K ﹤0.01%
1,182
344
$284K ﹤0.01%
+1,693
345
$280K ﹤0.01%
2,401
+653
346
$277K ﹤0.01%
1,438
-490
347
$275K ﹤0.01%
2,874
-579
348
$274K ﹤0.01%
3,833
349
$274K ﹤0.01%
7,377
-2,098
350
$273K ﹤0.01%
3,854
12 13
14
15 16