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
$3.25B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$3.9M
3
+$2.41M
4
META icon
Meta Platforms (Facebook)
META
+$1.97M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.5M

Top Sells

1
+$13M
2
+$10.7M
3
+$5.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.93M
5
ILMN icon
Illumina
ILMN
+$3.97M

Sector Composition

1 Financials 21.2%
2 Technology 17.87%
3 Consumer Discretionary 11.13%
4 Communication Services 8.13%
5 Healthcare 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$34.2M 1.05%
350,870
-5,872
27
$31.7M 0.97%
361,340
-19,700
28
$30.9M 0.95%
474,779
+3,209
29
$30.7M 0.94%
79,043
+1,111
30
$28.5M 0.88%
287,785
-2,669
31
$25.7M 0.79%
434,142
-8,802
32
$25.6M 0.79%
11,476
-860
33
$24.7M 0.76%
65,770
-876
34
$24.1M 0.74%
162,591
-8,655
35
$23.6M 0.73%
150,259
-2,702
36
$23.6M 0.73%
96,468
+516
37
$23.3M 0.72%
234,917
-2,027
38
$23.3M 0.72%
492,573
+11,600
39
$23.1M 0.71%
215,863
+6,803
40
$22.4M 0.69%
51,873
-894
41
$21.6M 0.66%
326,998
+263
42
$21.5M 0.66%
65,517
+3,730
43
$20.7M 0.64%
67,698
-984
44
$20.2M 0.62%
396,143
-6,353
45
$19.6M 0.6%
171,742
+10,203
46
$18.3M 0.56%
82,385
+5,343
47
$17.8M 0.55%
1,364,120
-28,640
48
$17.2M 0.53%
149,193
+4,945
49
$15.1M 0.46%
114,403
50
$15.1M 0.46%
70,212
-4,181
1
2
3 4 5