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
$2.62B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.27M
3
+$4.1M
4
ULTA icon
Ulta Beauty
ULTA
+$3.62M
5
CRM icon
Salesforce
CRM
+$3.47M

Top Sells

1
+$11M
2
+$6.65M
3
+$5.73M
4
FDX icon
FedEx
FDX
+$5.23M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.28M

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
401
$218K 0.01%
8,210
402
$216K 0.01%
+9,307
403
$206K 0.01%
+9,713
404
$206K 0.01%
+3,817
405
$206K 0.01%
+3,254
406
$202K 0.01%
973
-315
407
$201K 0.01%
1,257
-3,096
408
$163K 0.01%
11,114
409
– –
-610
410
– –
-15,030
411
– –
-31,918
412
– –
-10,533
413
– –
-12,601
414
– –
-3,644
415
– –
-7,309
416
– –
-29,360
417
– –
-4,329
418
– –
-15,835
419
– –
-1,282
420
– –
-4,600
421
– –
-12,112
422
– –
-15,000
423
– –
-1,086
424
– –
-305
425
– –
-8,215
14 15 16
17
18