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
$1.06B
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.7M
3
+$13M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$10.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$8.26M

Top Sells

1
+$1.33M
2
+$1.02M
3
+$856K
4
DD
Du Pont De Nemours E I
DD
+$558K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$51.5K

Sector Composition

1 Financials 26.33%
2 Healthcare 9.86%
3 Industrials 8.78%
4 Technology 8.44%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.1M 1.05%
130,833
+40,964
27
$11M 1.04%
597,935
+397,935
28
$10.4M 0.99%
50,960
+16,318
29
$10.4M 0.98%
55,688
+16,590
30
$10.4M 0.98%
66,264
+26,688
31
$10.1M 0.96%
61,687
+16,398
32
$9.25M 0.88%
54,136
+13,775
33
$8.82M 0.84%
59,421
+18,266
34
$8.82M 0.84%
137,710
+41,975
35
$8.73M 0.83%
226,971
+63,094
36
$8.69M 0.82%
136,946
+37,493
37
$8.57M 0.81%
35,206
+12,950
38
$7.97M 0.75%
103,770
+35,052
39
$7.77M 0.74%
94,823
+41,421
40
$7.22M 0.68%
134,767
+66,658
41
$7.12M 0.67%
95,534
+31,072
42
$6.78M 0.64%
76,346
+29,171
43
$6.75M 0.64%
38,457
+13,614
44
$6.66M 0.63%
51,783
+10,070
45
$6.65M 0.63%
90,997
+49,893
46
$6.4M 0.61%
79,020
+20,445
47
$6.32M 0.6%
24,880
+11,326
48
$5.91M 0.56%
113,947
+34,989
49
$5.86M 0.56%
50,568
+20,598
50
$5.28M 0.5%
81,900
+16,350
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