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
376
$240K ﹤0.01%
1,216
377
$240K ﹤0.01%
1,861
378
$238K ﹤0.01%
2,810
-360
379
$237K ﹤0.01%
2,530
380
$237K ﹤0.01%
6,036
381
$236K ﹤0.01%
3,622
382
$234K ﹤0.01%
8,705
383
$231K ﹤0.01%
6,000
384
$229K ﹤0.01%
1,282
-5
385
$228K ﹤0.01%
1,416
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386
$227K ﹤0.01%
788
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387
$224K ﹤0.01%
2,091
388
$223K ﹤0.01%
+2,345
389
$221K ﹤0.01%
+1,537
390
$220K ﹤0.01%
6,388
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$217K ﹤0.01%
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392
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433
393
$212K ﹤0.01%
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1,727
395
$211K ﹤0.01%
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396
$208K ﹤0.01%
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397
$207K ﹤0.01%
+268
398
$206K ﹤0.01%
2,772
-288
399
$206K ﹤0.01%
+3,366
400
$206K ﹤0.01%
+8,008