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
$444M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$719K
2
+$680K
3
+$615K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$572K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$552K

Top Sells

1
+$669K
2
+$559K
3
+$544K
4
PNC icon
PNC Financial Services
PNC
+$445K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$356K

Sector Composition

1 Financials 23.64%
2 Technology 9.56%
3 Industrials 9.29%
4 Healthcare 7.32%
5 Consumer Staples 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.88M 1.1%
4,201
-15
27
$4.74M 1.07%
28,232
+1,487
28
$4.3M 0.97%
51,672
+7,392
29
$4.02M 0.91%
44,309
-7,365
30
$3.96M 0.89%
29,512
-148
31
$3.72M 0.84%
41,290
+735
32
$3.64M 0.82%
65,360
-220
33
$3.57M 0.8%
25,716
+1,710
34
$3.14M 0.71%
81,834
+1,384
35
$2.88M 0.65%
69,784
-1,575
36
$2.83M 0.64%
34,461
+2,705
37
$2.63M 0.59%
113,680
+11,215
38
$2.52M 0.57%
27,475
-470
39
$2.5M 0.56%
34,875
40
$2.46M 0.55%
31,052
-300
41
$2.32M 0.52%
28,546
+1,076
42
$2.32M 0.52%
39,655
+105
43
$2.3M 0.52%
36,362
-1,385
44
$2.29M 0.52%
22,603
+4,110
45
$2.17M 0.49%
46,471
-417
46
$2.06M 0.47%
19,650
+70
47
$2.01M 0.45%
23,994
-1,360
48
$1.9M 0.43%
16,183
-78
49
$1.88M 0.42%
38,317
+2,417
50
$1.85M 0.42%
70,596
-2,004
1
2
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