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
$577M
AUM Growth
+$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.05M
3
+$960K
4
FDX icon
FedEx
FDX
+$936K
5
AMP icon
Ameriprise Financial
AMP
+$928K

Top Sells

1
+$2.47M
2
+$2.18M
3
+$860K
4
ILF icon
iShares Latin America 40 ETF
ILF
+$791K
5
GE icon
GE Aerospace
GE
+$422K

Sector Composition

1 Financials 24.18%
2 Healthcare 11.47%
3 Technology 9.34%
4 Industrials 7.29%
5 Consumer Staples 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.51M 0.96%
63,987
+1,487
27
$5.46M 0.95%
111,593
+1,357
28
$5.45M 0.95%
55,962
+1,754
29
$5.27M 0.91%
56,809
-23,546
30
$5.01M 0.87%
74,568
-80
31
$4.85M 0.84%
71,596
+862
32
$4.75M 0.82%
11,765
+2,605
33
$4.61M 0.8%
26,734
-25
34
$4.29M 0.74%
36,645
+5,580
35
$4.09M 0.71%
42,993
-25,970
36
$4.07M 0.71%
48,920
+2,963
37
$3.92M 0.68%
23,034
+5,495
38
$3.86M 0.67%
47,259
+883
39
$3.72M 0.65%
32,915
+3,050
40
$3.65M 0.63%
144,093
+880
41
$3.6M 0.62%
28,263
-3,311
42
$3.5M 0.61%
18,935
-25
43
$3.47M 0.6%
22,576
+10,806
44
$3.47M 0.6%
44,300
+888
45
$3.13M 0.54%
40,235
+4,645
46
$3.09M 0.54%
44,304
+255
47
$3.07M 0.53%
57,258
+4,808
48
$3.05M 0.53%
140,400
+14,100
49
$3.02M 0.52%
50,345
+200
50
$2.98M 0.52%
68,747
+6,942
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