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
$1.24B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$3.12M
3
+$2.34M
4
MLM icon
Martin Marietta Materials
MLM
+$2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.86M

Top Sells

1
+$2.98M
2
+$1.83M
3
+$1.5M
4
LVLT
Level 3 Communications Inc
LVLT
+$1.48M
5
GE icon
GE Aerospace
GE
+$1.44M

Sector Composition

1 Financials 24.41%
2 Industrials 8.32%
3 Technology 7.95%
4 Healthcare 7.59%
5 Consumer Discretionary 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.4M 0.99%
65,195
+3,508
27
$11M 0.89%
597,635
-300
28
$10.7M 0.86%
62,379
-3,885
29
$10.5M 0.84%
35,469
+10,589
30
$10.4M 0.84%
98,299
-2,398
31
$10.1M 0.82%
137,845
+135
32
$10.1M 0.81%
59,381
-40
33
$9.82M 0.79%
137,516
+570
34
$9.79M 0.79%
55,486
+1,350
35
$9.3M 0.75%
232,156
+5,185
36
$9.13M 0.73%
35,246
+40
37
$9.09M 0.73%
106,263
+10,729
38
$8.18M 0.66%
47,035
-8,653
39
$8.03M 0.65%
101,670
-2,100
40
$7.84M 0.63%
93,767
-1,056
41
$7.58M 0.61%
38,487
+30
42
$7.33M 0.59%
44,816
-6,144
43
$7.32M 0.59%
75,686
-660
44
$7.21M 0.58%
89,766
-1,231
45
$7.12M 0.57%
132,812
-1,955
46
$6.5M 0.52%
48,435
-3,348
47
$6.22M 0.5%
97,241
-16,706
48
$5.91M 0.48%
111,470
-5,855
49
$5.35M 0.43%
81,600
-300
50
$5.29M 0.43%
73,805
-5,215
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