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
351
$298K ﹤0.01%
1,094
-4
352
$291K ﹤0.01%
1,796
353
$289K ﹤0.01%
1,643
-359
354
$288K ﹤0.01%
8,538
355
$278K ﹤0.01%
6,875
+1
356
$277K ﹤0.01%
+4,633
357
$273K ﹤0.01%
3,897
358
$273K ﹤0.01%
7,288
-16
359
$270K ﹤0.01%
+2,123
360
$269K ﹤0.01%
1,110
+307
361
$266K ﹤0.01%
509
-1
362
$265K ﹤0.01%
9,465
363
$264K ﹤0.01%
578
+92
364
$261K ﹤0.01%
2,000
365
$256K ﹤0.01%
+321
366
$254K ﹤0.01%
1,253
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367
$253K ﹤0.01%
1,260
368
$253K ﹤0.01%
3,000
369
$253K ﹤0.01%
+396
370
$248K ﹤0.01%
802
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371
$246K ﹤0.01%
4,927
372
$243K ﹤0.01%
1,132
-218
373
$242K ﹤0.01%
1,450
374
$241K ﹤0.01%
27,129
375
$240K ﹤0.01%
+807
13 14
15
16 17