BIM

Bridges Investment Management Portfolio holdings

AUM $7.38B
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.82B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$50.3M
3
+$38.9M
4
LOW icon
Lowe's Companies
LOW
+$12.2M
5
SYK icon
Stryker
SYK
+$11.2M

Top Sells

1
+$60.2M
2
+$20.7M
3
+$17.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.1M
5
LMT icon
Lockheed Martin
LMT
+$13.8M

Sector Composition

1 Technology 22.8%
2 Financials 20.39%
3 Consumer Discretionary 11.14%
4 Industrials 8.6%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$357K ﹤0.01%
845
+26
327
$354K ﹤0.01%
2,485
-3
328
$345K ﹤0.01%
1,975
329
$343K ﹤0.01%
2,207
330
$339K ﹤0.01%
1,692
-631
331
$331K ﹤0.01%
2,581
+317
332
$327K ﹤0.01%
+3,340
333
$327K ﹤0.01%
5,235
+1,379
334
$325K ﹤0.01%
4,825
-25
335
$325K ﹤0.01%
2,399
336
$325K ﹤0.01%
6,627
+94
337
$324K ﹤0.01%
35,264
338
$323K ﹤0.01%
2,120
-11
339
$323K ﹤0.01%
5,560
340
$323K ﹤0.01%
2,995
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341
$322K ﹤0.01%
3,108
342
$320K ﹤0.01%
4,738
-11
343
$318K ﹤0.01%
4,846
344
$316K ﹤0.01%
3,897
-319
345
$313K ﹤0.01%
3,719
+462
346
$308K ﹤0.01%
5,204
347
$308K ﹤0.01%
3,444
-16
348
$305K ﹤0.01%
1,967
-255
349
$305K ﹤0.01%
2,944
350
$301K ﹤0.01%
2,697
+272
12 13
14
15 16