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

Top Buys

1
+$4.61M
2
+$4.31M
3
+$4.25M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.41M
5
CRM icon
Salesforce
CRM
+$3.39M

Top Sells

1
+$11.5M
2
+$6.65M
3
+$6.35M
4
FDX icon
FedEx
FDX
+$4.72M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.31M

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%
1,642
402
$216K 0.01%
+9,307
403
$206K 0.01%
+3,254
404
$206K 0.01%
+3,817
405
$206K 0.01%
+9,713
406
$202K 0.01%
973
-315
407
$201K 0.01%
1,257
-3,096
408
$163K 0.01%
11,114
409
– –
-7,309
410
– –
-3,644
411
– –
-12,601
412
– –
-10,533
413
– –
-31,918
414
– –
-15,030
415
– –
-610
416
– –
-1,167
417
– –
-12,288
418
– –
-13,306
419
– –
-5,570
420
– –
-10,488
421
– –
-69,210
422
– –
-2,436
423
– –
-6,400
424
– –
-12,639
425
– –
-12,300
14 15 16
17
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