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
$379M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$19.4M
3
+$17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$12.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.14%
2 Technology 9.09%
3 Industrials 8.61%
4 Healthcare 6.54%
5 Consumer Staples 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.93M 1.04%
+15,305
27
$3.58M 0.95%
+4,335
28
$3.29M 0.87%
+26,045
29
$3.25M 0.86%
+29,204
30
$3.14M 0.83%
+68,820
31
$3.1M 0.82%
+77,243
32
$2.86M 0.76%
+23,056
33
$2.77M 0.73%
+38,663
34
$2.71M 0.72%
+77,475
35
$2.62M 0.69%
+75,903
36
$2.58M 0.68%
+30,037
37
$2.53M 0.67%
+42,455
38
$2.35M 0.62%
+32,690
39
$2.28M 0.6%
+26,522
40
$2.24M 0.59%
+32,538
41
$2.2M 0.58%
+93,309
42
$2.09M 0.55%
+96,228
43
$2.06M 0.54%
+47,791
44
$2.05M 0.54%
+26,662
45
$2.01M 0.53%
+54,719
46
$1.96M 0.52%
+33,461
47
$1.87M 0.49%
+35,475
48
$1.85M 0.49%
+22,087
49
$1.8M 0.48%
+24,621
50
$1.79M 0.47%
+35,544
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