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
351
$273K ﹤0.01%
3,357
352
$271K ﹤0.01%
4,761
-188
353
$269K ﹤0.01%
3,983
354
$266K ﹤0.01%
2,205
+65
355
$262K ﹤0.01%
8,705
356
$262K ﹤0.01%
5,245
357
$261K ﹤0.01%
1,417
358
$260K ﹤0.01%
27,060
-700
359
$259K ﹤0.01%
+2,506
360
$259K ﹤0.01%
1,344
-1
361
$258K ﹤0.01%
2,272
362
$258K ﹤0.01%
+1,375
363
$256K ﹤0.01%
757
-1
364
$255K ﹤0.01%
3,579
365
$253K ﹤0.01%
4,927
366
$252K ﹤0.01%
+1,589
367
$250K ﹤0.01%
2,370
368
$248K ﹤0.01%
1,450
369
$245K ﹤0.01%
1,861
370
$245K ﹤0.01%
2,530
371
$238K ﹤0.01%
+342
372
$237K ﹤0.01%
+680
373
$233K ﹤0.01%
5,472
374
$232K ﹤0.01%
386
-12
375
$231K ﹤0.01%
6,056
+4
13 14
15
16 17