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
$705M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$54.2M
2
+$4.08M
3
+$2.92M
4
ING icon
ING
ING
+$2.82M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.86M

Top Sells

1
+$1.11M
2
+$815K
3
+$759K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$737K
5
WFC icon
Wells Fargo
WFC
+$551K

Sector Composition

1 Financials 27.4%
2 Healthcare 8.87%
3 Industrials 7.52%
4 Technology 7.34%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.73M 0.95%
179,480
+10,080
27
$6.54M 0.93%
83,871
+9,491
28
$6.3M 0.89%
33,858
+1,214
29
$6.26M 0.89%
91,072
-3,246
30
$5.77M 0.82%
88,557
+1,899
31
$5.77M 0.82%
39,472
+6,942
32
$5.74M 0.81%
166,236
+18,426
33
$5.26M 0.75%
78,366
+4,174
34
$5.04M 0.72%
55,843
-233
35
$5.03M 0.71%
42,890
+1,735
36
$4.99M 0.71%
45,005
-325
37
$4.93M 0.7%
40,551
+2,050
38
$4.8M 0.68%
35,819
+9,125
39
$4.68M 0.66%
30,932
+351
40
$4.25M 0.6%
82,525
+6,525
41
$4.09M 0.58%
22,341
+1,261
42
$3.99M 0.57%
34,699
+8,465
43
$3.98M 0.56%
14,038
-1,400
44
$3.9M 0.55%
62,758
+7,325
45
$3.89M 0.55%
75,655
-481
46
$3.85M 0.55%
45,841
+302
47
$3.81M 0.54%
25,524
+2,387
48
$3.74M 0.53%
94,741
+4,886
49
$3.65M 0.52%
64,883
+3,446
50
$3.57M 0.51%
64,333
+1,800
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