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
$479M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.63M
3
+$1.63M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.62M
5
GILD icon
Gilead Sciences
GILD
+$1.57M

Top Sells

1
+$1.42M
2
+$1.24M
3
+$1.17M
4
VMI icon
Valmont Industries
VMI
+$1.06M
5
WAT icon
Waters Corp
WAT
+$953K

Sector Composition

1 Financials 24.11%
2 Industrials 8.96%
3 Technology 8.8%
4 Healthcare 8.16%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.55M 1.16%
67,773
+9,666
27
$5.3M 1.11%
4,447
+246
28
$4.85M 1.01%
55,697
+4,025
29
$4.6M 0.96%
47,150
+5,860
30
$4.33M 0.9%
44,115
+16,640
31
$4.11M 0.86%
33,135
+3,623
32
$3.97M 0.83%
39,939
-4,370
33
$3.72M 0.78%
99,324
+17,490
34
$3.65M 0.76%
156,745
+43,065
35
$3.58M 0.75%
26,841
+1,125
36
$3.53M 0.74%
58,132
+18,477
37
$3.52M 0.73%
65,220
-140
38
$2.79M 0.58%
46,207
+9,845
39
$2.79M 0.58%
32,932
+1,880
40
$2.65M 0.55%
27,182
+4,579
41
$2.58M 0.54%
66,859
-2,925
42
$2.58M 0.54%
32,031
+3,485
43
$2.55M 0.53%
34,701
-174
44
$2.34M 0.49%
48,045
+11,625
45
$2.22M 0.46%
46,246
-225
46
$2.22M 0.46%
87,036
+16,440
47
$2.1M 0.44%
33,850
+26,170
48
$2.07M 0.43%
25,094
+1,100
49
$2.02M 0.42%
42,380
+4,063
50
$2.01M 0.42%
29,210
+2,750
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