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
401
$205K ﹤0.01%
+913
402
$205K ﹤0.01%
+834
403
$202K ﹤0.01%
5,472
404
$201K ﹤0.01%
430
-1
405
$197K ﹤0.01%
10,176
406
$152K ﹤0.01%
11,900
-2,945
407
– –
-121,300
408
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409
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-784
410
– –
-2,270
411
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-2,912
412
– –
-3,305
413
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-2,882
414
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-5,785
415
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-2,889
416
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-29,444
417
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418
– –
-70,520
419
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420
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-2,934
421
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-776
422
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423
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424
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425
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-7,050
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