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
$2.62B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.31M
3
+$4.25M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.41M
5
CRM icon
Salesforce
CRM
+$3.39M

Top Sells

1
+$11.5M
2
+$6.65M
3
+$6.35M
4
FDX icon
FedEx
FDX
+$4.72M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.31M

Sector Composition

1 Financials 22.91%
2 Technology 13.06%
3 Industrials 9.66%
4 Consumer Discretionary 8.58%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$27.4M 1.05%
154,074
+7,315
27
$27M 1.03%
92,758
-3,538
28
$27M 1.03%
534,316
+38,279
29
$24.9M 0.95%
171,133
-32,410
30
$24.7M 0.94%
405,840
+3,600
31
$24.5M 0.94%
178,784
-1,518
32
$24.3M 0.93%
244,382
-115,454
33
$23.7M 0.91%
183,434
-3,998
34
$23.2M 0.88%
564,202
-4,622
35
$22.8M 0.87%
506,450
+985
36
$21.6M 0.82%
72,411
+1,040
37
$19.4M 0.74%
186,961
-874
38
$19M 0.73%
103,854
-2,136
39
$17.8M 0.68%
49,820
+1,347
40
$17.1M 0.65%
302,064
+18,207
41
$16.5M 0.63%
395,623
+101,493
42
$15.9M 0.61%
276,571
+19,204
43
$15.8M 0.6%
64,575
-352
44
$14.5M 0.55%
67,740
-281
45
$14.3M 0.55%
119,844
46
$14.3M 0.54%
159,263
47
$13.9M 0.53%
93,253
+5,667
48
$13.9M 0.53%
133,804
+5,997
49
$13.5M 0.51%
48,729
+6,926
50
$11.6M 0.44%
55,669
+9,588
1
2
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