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
$2.45B
AUM Growth
+$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$8.04M
3
+$7.32M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.81M
5
FDX icon
FedEx
FDX
+$4.76M

Top Sells

1
+$6.86M
2
+$6.63M
3
+$5.75M
4
GILD icon
Gilead Sciences
GILD
+$5.66M
5
STZ icon
Constellation Brands
STZ
+$5.6M

Sector Composition

1 Financials 21.71%
2 Technology 11.28%
3 Industrials 10.08%
4 Healthcare 9.16%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$27.6M 1.13%
272,401
+16,460
27
$26.9M 1.1%
245,876
+14,220
28
$26.3M 1.07%
95,920
+6,708
29
$24M 0.98%
409,660
+4,460
30
$22.5M 0.92%
183,521
-53
31
$21.9M 0.89%
452,368
+19,783
32
$21.1M 0.86%
126,707
+10,288
33
$20.9M 0.85%
492,248
+15,263
34
$19.8M 0.81%
190,739
+6,239
35
$19.7M 0.8%
69,302
+5,527
36
$19.6M 0.8%
490,144
+25,595
37
$17M 0.69%
49,657
+944
38
$15.2M 0.62%
106,077
+6,048
39
$13.7M 0.56%
114,069
+4,865
40
$13.7M 0.56%
64,845
+3,303
41
$13.2M 0.54%
69,457
-2,436
42
$13.1M 0.54%
151,262
+4,450
43
$12.9M 0.53%
146,114
-3,129
44
$12.7M 0.52%
263,433
+40,644
45
$12.2M 0.5%
298,896
+39,305
46
$11.8M 0.48%
48,576
+1,261
47
$11.5M 0.47%
120,448
+17,092
48
$11.2M 0.46%
77,747
+11,961
49
$11.2M 0.46%
139,784
-5,772
50
$11M 0.45%
124,185
+1,569
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2
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