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
351
$263K ﹤0.01%
7,788
+50
352
$259K ﹤0.01%
1,724
353
$257K ﹤0.01%
2,191
-131
354
$254K ﹤0.01%
810
+130
355
$253K ﹤0.01%
1,438
356
$252K ﹤0.01%
1,450
357
$251K ﹤0.01%
1,707
358
$250K ﹤0.01%
+1,316
359
$245K ﹤0.01%
1,917
+515
360
$244K ﹤0.01%
2,458
-26
361
$243K ﹤0.01%
426
+84
362
$242K ﹤0.01%
3,276
+60
363
$238K ﹤0.01%
3,000
-200
364
$237K ﹤0.01%
1,676
+87
365
$234K ﹤0.01%
803
+231
366
$234K ﹤0.01%
+2,074
367
$229K ﹤0.01%
6,056
368
$227K ﹤0.01%
5,472
369
$226K ﹤0.01%
1,861
370
$223K ﹤0.01%
2,944
+70
371
$221K ﹤0.01%
6,645
-732
372
$219K ﹤0.01%
+1,746
373
$216K ﹤0.01%
+2,928
374
$216K ﹤0.01%
2,102
-103
375
$216K ﹤0.01%
2,976
-10,384
13 14
15
16 17