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
$3.42B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$6.79M
3
+$4.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.49M
5
BWXT icon
BWX Technologies
BWXT
+$3.42M

Top Sells

1
+$5.82M
2
+$5.25M
3
+$4.81M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$4.69M
5
AMGN icon
Amgen
AMGN
+$2.89M

Sector Composition

1 Financials 21.44%
2 Technology 16.56%
3 Consumer Discretionary 10.99%
4 Communication Services 8.73%
5 Healthcare 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$39.9M 1.17%
83,984
+721
27
$38.7M 1.13%
374,540
+13,200
28
$36.9M 1.08%
74,818
-4,225
29
$27.8M 0.81%
290,856
+3,071
30
$27M 0.79%
489,440
+14,661
31
$26.5M 0.77%
11,360
-116
32
$26.3M 0.77%
66,148
+378
33
$25.6M 0.75%
72,411
+6,894
34
$24.9M 0.73%
227,646
+11,783
35
$24.4M 0.71%
99,024
+2,556
36
$24M 0.7%
488,477
-4,096
37
$23.5M 0.69%
437,124
+2,982
38
$23.4M 0.68%
332,902
+5,904
39
$22.4M 0.65%
248,787
+13,870
40
$22.1M 0.65%
134,479
-15,780
41
$20.6M 0.6%
173,105
+1,363
42
$20.6M 0.6%
51,067
-806
43
$20.5M 0.6%
144,977
-17,614
44
$20.5M 0.6%
1,532,800
+168,680
45
$20.2M 0.59%
516,503
+58,500
46
$20M 0.58%
72,070
+4,372
47
$18.8M 0.55%
395,099
-1,044
48
$18.6M 0.54%
87,926
+5,541
49
$18.2M 0.53%
163,042
+13,849
50
$16M 0.47%
30,171
+4,152
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