BIM

Bridges Investment Management Portfolio holdings

AUM $7.82B
1-Year Est. Return 17.61%
This Fund
S&P 500
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%
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
376
$215K ﹤0.01%
+3,060
377
$214K ﹤0.01%
27,060
378
$214K ﹤0.01%
509
+73
379
$212K ﹤0.01%
1,366
-51
380
$211K ﹤0.01%
482
-428
381
$203K ﹤0.01%
14,682
+123
382
$201K ﹤0.01%
+347
383
$123K ﹤0.01%
10,176
-246
384
– –
-1,620
385
– –
-6,650
386
– –
-885
387
– –
-1,375
388
– –
-15,796
389
– –
-2,977
390
– –
-2,370
391
– –
-32,944
392
– –
-386
393
– –
-5,860
394
– –
-1,005
395
– –
-855
396
– –
-2,272
397
– –
-1,074
398
– –
-781
399
– –
-2,530
400
– –
-2,299
13 14 15
16
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