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
326
$318K ﹤0.01%
5,813
-1,661
327
$314K ﹤0.01%
8,538
+131
328
$313K ﹤0.01%
4,867
329
$310K ﹤0.01%
35,264
330
$305K ﹤0.01%
651
-504
331
$305K ﹤0.01%
2,770
-557
332
$297K ﹤0.01%
4,723
-38
333
$297K ﹤0.01%
1,216
+34
334
$296K ﹤0.01%
5,560
-549
335
$295K ﹤0.01%
+836
336
$292K ﹤0.01%
503
-1
337
$292K ﹤0.01%
5,204
+1,221
338
$291K ﹤0.01%
3,622
339
$289K ﹤0.01%
2,399
-2
340
$286K ﹤0.01%
4,927
341
$285K ﹤0.01%
596
+2
342
$278K ﹤0.01%
1,344
343
$278K ﹤0.01%
2,091
344
$277K ﹤0.01%
3,357
345
$276K ﹤0.01%
2,895
346
$274K ﹤0.01%
4,051
+197
347
$273K ﹤0.01%
3,294
-7,706
348
$271K ﹤0.01%
8,705
349
$269K ﹤0.01%
3,897
+64
350
$266K ﹤0.01%
9,465
-200
12 13
14
15 16