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
$2.22B
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$4.5M
3
+$4.34M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.11M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.06M

Top Sells

1
+$1.46M
2
+$1.41M
3
+$877K
4
QCOM icon
Qualcomm
QCOM
+$829K
5
TWX
Time Warner Inc
TWX
+$826K

Sector Composition

1 Financials 17.89%
2 Industrials 7.96%
3 Technology 7.9%
4 Healthcare 6.43%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.6M 0.88%
352,000
+20,100
27
$18.6M 0.84%
336,020
+7,154
28
$18M 0.81%
195,993
+8,978
29
$14.8M 0.66%
350,380
+44,795
30
$14.7M 0.66%
75,524
+3,926
31
$14M 0.63%
167,766
+3,059
32
$12.4M 0.56%
377,684
+12,876
33
$11.9M 0.54%
43,283
+323
34
$11.7M 0.53%
141,525
-1,575
35
$11.5M 0.52%
73,518
+350
36
$11.4M 0.51%
141,617
+25
37
$11.4M 0.51%
123,110
+3,585
38
$11.1M 0.5%
776,570
39
$10.9M 0.49%
192,277
+6,610
40
$10.8M 0.48%
144,154
+3,477
41
$9.77M 0.44%
70,735
-63
42
$9.27M 0.42%
97,036
+7,851
43
$8.97M 0.4%
66,018
+8,565
44
$8.96M 0.4%
48,513
-162
45
$8.86M 0.4%
136,876
+3,296
46
$8.7M 0.39%
142,587
+735
47
$8.18M 0.37%
39,490
+5,967
48
$8.17M 0.37%
115,362
-8,827
49
$8.14M 0.37%
162,740
+1,671
50
$8.1M 0.36%
49,215
-156
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