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
376
$230K ﹤0.01%
6,650
377
$229K ﹤0.01%
3,200
-2,443
378
$229K ﹤0.01%
2,895
+45
379
$229K ﹤0.01%
7,738
-710
380
$222K ﹤0.01%
781
+268
381
$222K ﹤0.01%
+2,299
382
$220K ﹤0.01%
1,707
-227
383
$215K ﹤0.01%
+1,248
384
$213K ﹤0.01%
+2,726
385
$212K ﹤0.01%
1,402
-1,239
386
$211K ﹤0.01%
1,005
-277
387
$211K ﹤0.01%
436
388
$210K ﹤0.01%
+3,719
389
$209K ﹤0.01%
3,400
390
$209K ﹤0.01%
14,559
391
$206K ﹤0.01%
+3,216
392
$204K ﹤0.01%
+1,074
393
$203K ﹤0.01%
885
+1
394
$202K ﹤0.01%
572
395
$200K ﹤0.01%
+3,824
396
$156K ﹤0.01%
+15,796
397
$117K ﹤0.01%
10,422
398
– –
-1,583
399
– –
-16,957
400
– –
-528
13 14 15
16
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