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
$2.17B
AUM Growth
+$933M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17.8M
3
+$17.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$17.5M
5
UNP icon
Union Pacific
UNP
+$16.1M

Top Sells

1
+$1.2M
2
+$253K
3
+$219K
4
AZO icon
AutoZone
AZO
+$213K
5
LECO icon
Lincoln Electric
LECO
+$180K

Sector Composition

1 Financials 18.25%
2 Industrials 7.72%
3 Technology 7.47%
4 Healthcare 6.38%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.9M 0.82%
187,015
+57,932
27
$17.2M 0.79%
328,866
+112,945
28
$17.1M 0.79%
331,900
+33,080
29
$14.4M 0.66%
305,585
+265,140
30
$14.1M 0.65%
141,592
+43,293
31
$13.1M 0.6%
776,570
+178,935
32
$12.5M 0.57%
164,707
+26,862
33
$12.5M 0.57%
364,808
+132,652
34
$12.1M 0.55%
42,960
+7,714
35
$11.6M 0.53%
185,667
+48,151
36
$11.4M 0.53%
73,168
+10,789
37
$11.4M 0.53%
71,598
+16,112
38
$11.3M 0.52%
119,525
+43,839
39
$11.2M 0.52%
140,677
+39,007
40
$10.7M 0.49%
143,100
+49,333
41
$9.8M 0.45%
70,798
+37,645
42
$9.36M 0.43%
124,189
+50,384
43
$9.19M 0.42%
62,113
+2,732
44
$9.06M 0.42%
49,371
+10,884
45
$8.5M 0.39%
141,852
+78,157
46
$8.3M 0.38%
48,675
+1,640
47
$8.18M 0.38%
103,350
+13,584
48
$8.13M 0.37%
161,069
+28,257
49
$7.87M 0.36%
133,580
+22,110
50
$7.83M 0.36%
89,185
+39,026
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