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
$560M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$7.31M
3
+$3.03M
4
CMCSA icon
Comcast
CMCSA
+$3.02M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.43M

Top Sells

1
+$7.2M
2
+$5.27M
3
+$4.09M
4
EBAY icon
eBay
EBAY
+$3.65M
5
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$3.02M

Sector Composition

1 Financials 24.54%
2 Healthcare 11.78%
3 Technology 7.86%
4 Industrials 6.72%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.75M 1.03%
74,135
-433
27
$5.62M 1%
166,200
+25,800
28
$5.27M 0.94%
79,790
+8,194
29
$5M 0.89%
26,324
-410
30
$4.97M 0.89%
49,098
+12,453
31
$4.84M 0.86%
96,789
-13,163
32
$4.57M 0.82%
38,653
-4,340
33
$4.45M 0.8%
38,905
+5,990
34
$4.36M 0.78%
14,223
+2,458
35
$4.14M 0.74%
79,570
-21,127
36
$3.98M 0.71%
26,652
-1,611
37
$3.97M 0.71%
67,535
-50,489
38
$3.94M 0.7%
139,512
+107,094
39
$3.88M 0.69%
49,827
+907
40
$3.64M 0.65%
45,810
+1,510
41
$3.6M 0.64%
59,908
+2,650
42
$3.42M 0.61%
47,034
-225
43
$3.3M 0.59%
22,159
-875
44
$3.27M 0.58%
24,707
+2,155
45
$3.25M 0.58%
20,045
-2,531
46
$3.03M 0.54%
+83,690
47
$2.99M 0.53%
70,083
+1,336
48
$2.92M 0.52%
52,535
+720
49
$2.78M 0.5%
46,005
+1,701
50
$2.71M 0.48%
18,710
-225
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