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
376
$278K 0.01%
5,211
377
$276K 0.01%
6,386
-424
378
$276K 0.01%
2,332
-17
379
$275K 0.01%
1,960
-168
380
$274K 0.01%
2,188
381
$272K 0.01%
11,796
382
$271K 0.01%
2,178
383
$270K 0.01%
+1,378
384
$269K 0.01%
6,226
385
$269K 0.01%
+15,299
386
$268K 0.01%
5,393
-417
387
$263K 0.01%
4,045
388
$260K 0.01%
1,780
389
$258K 0.01%
+9,749
390
$255K 0.01%
8,080
-1,325
391
$255K 0.01%
31,153
+7,391
392
$254K 0.01%
+5,709
393
$250K 0.01%
2,088
394
$247K 0.01%
1,824
395
$245K 0.01%
10,526
396
$236K 0.01%
1,681
397
$228K 0.01%
24,611
+9,077
398
$222K 0.01%
2,037
-10
399
$222K 0.01%
14,400
400
$222K 0.01%
1,965
14 15
16
17 18