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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
$6.93B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$14.7M
3
+$14.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.2M

Top Sells

1
+$37.5M
2
+$11.5M
3
+$10.4M
4
UNH icon
UnitedHealth
UNH
+$9.8M
5
TPL icon
Texas Pacific Land
TPL
+$7.04M

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
– –
-5,245
385
– –
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386
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387
– –
-3,719
388
– –
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389
– –
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390
– –
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391
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392
– –
-1,375
393
– –
-15,796
394
– –
-450
395
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396
– –
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397
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398
– –
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399
– –
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400
– –
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13 14 15
16
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