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
351
$317K 0.01%
3,332
-2,000
352
$314K 0.01%
+1,667
353
$312K 0.01%
2,043
354
$308K 0.01%
5,739
-1,544
355
$305K 0.01%
5,462
356
$304K 0.01%
4,907
+1,370
357
$302K 0.01%
+3,690
358
$298K 0.01%
10,080
359
$298K 0.01%
+1,805
360
$296K 0.01%
7,932
361
$296K 0.01%
15,616
-2,022
362
$296K 0.01%
+4,058
363
$295K 0.01%
1,460
+465
364
$294K 0.01%
+704
365
$294K 0.01%
4,833
-1,203
366
$294K 0.01%
5,141
367
$292K 0.01%
1,508
-200
368
$292K 0.01%
14,800
369
$291K 0.01%
6,617
370
$291K 0.01%
5,548
-320
371
$291K 0.01%
9,350
-3,140
372
$289K 0.01%
3,014
+830
373
$288K 0.01%
4,006
+1,058
374
$285K 0.01%
4,185
375
$283K 0.01%
3,234
13 14
15
16 17