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
$600M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.96M
3
+$1.34M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$701K
5
AMGN icon
Amgen
AMGN
+$618K

Top Sells

1
+$2.49M
2
+$2.25M
3
+$1.06M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$665K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$432K

Sector Composition

1 Financials 20.06%
2 Healthcare 10.28%
3 Industrials 8.11%
4 Technology 8.03%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.15M 1.02%
85,653
-625
27
$6.15M 1.02%
74,380
+50
28
$5.94M 0.99%
86,658
-4,771
29
$5.7M 0.95%
32,644
+1,375
30
$5.61M 0.93%
84,215
-1,958
31
$5.43M 0.9%
32,530
+3,705
32
$5.01M 0.83%
41,155
+100
33
$4.9M 0.82%
147,810
-2,416
34
$4.89M 0.82%
56,076
+42
35
$4.88M 0.81%
74,192
+532
36
$4.83M 0.81%
15,438
-275
37
$4.52M 0.75%
45,330
+4,475
38
$4.44M 0.74%
38,501
+131
39
$4.34M 0.72%
30,581
-73
40
$4.09M 0.68%
45,539
-203
41
$4.05M 0.67%
51,170
-1,015
42
$3.95M 0.66%
76,000
+2,075
43
$3.85M 0.64%
21,080
-1,225
44
$3.68M 0.61%
89,855
+1,970
45
$3.66M 0.61%
61,437
-147
46
$3.44M 0.57%
26,694
-165
47
$3.41M 0.57%
23,137
-89
48
$3.38M 0.56%
62,533
+950
49
$3.37M 0.56%
26,234
+1,700
50
$3.27M 0.54%
76,136
-1,018
1
2
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