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
$550M
AUM Growth
-$9.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.15M
3
+$1.02M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$830K
5
FDX icon
FedEx
FDX
+$614K

Top Sells

1
+$24.5M
2
+$471K
3
+$395K
4
PNC icon
PNC Financial Services
PNC
+$360K
5
TD icon
Toronto Dominion Bank
TD
+$343K

Sector Composition

1 Financials 21.22%
2 Healthcare 10.94%
3 Technology 8.42%
4 Industrials 7.48%
5 Consumer Staples 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.67M 1.03%
74,110
-25
27
$5.01M 0.91%
168,900
+2,700
28
$4.99M 0.91%
97,559
+770
29
$4.93M 0.9%
83,296
+3,506
30
$4.93M 0.9%
78,810
-760
31
$4.8M 0.87%
38,210
-443
32
$4.75M 0.86%
51,735
+2,637
33
$4.74M 0.86%
25,909
-415
34
$4.61M 0.84%
41,365
+2,460
35
$4.51M 0.82%
147,826
+8,314
36
$4.47M 0.81%
53,534
+3,707
37
$4.33M 0.79%
28,454
+1,802
38
$4.22M 0.77%
25,934
+3,775
39
$4.02M 0.73%
15,448
+1,225
40
$4.01M 0.73%
70,173
+2,638
41
$3.94M 0.72%
47,869
+2,059
42
$3.79M 0.69%
46,043
-991
43
$3.63M 0.66%
60,733
+825
44
$3.41M 0.62%
25,519
+812
45
$3.35M 0.61%
86,885
+3,195
46
$3.27M 0.59%
21,777
+1,732
47
$3.15M 0.57%
22,619
+2,751
48
$2.98M 0.54%
53,891
+1,356
49
$2.92M 0.53%
53,999
+380
50
$2.89M 0.53%
45,874
-131
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