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
$3.18B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$5.73M
3
+$4.36M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.35M
5
BWXT icon
BWX Technologies
BWXT
+$3.21M

Top Sells

1
+$23.9M
2
+$15.6M
3
+$14.4M
4
AMZN icon
Amazon
AMZN
+$14M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.5M

Sector Composition

1 Financials 21.6%
2 Technology 16.88%
3 Consumer Discretionary 9.34%
4 Communication Services 7.78%
5 Healthcare 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$37.5M 1.18%
184,840
-36,698
27
$34.7M 1.09%
60,747
-13,365
28
$34.2M 1.08%
428,976
+2,844
29
$32.3M 1.02%
1,558,350
-1,730
30
$29.2M 0.92%
67,752
-1,309
31
$28.9M 0.91%
529,854
+13,833
32
$27.5M 0.87%
64,795
-4,423
33
$25.7M 0.81%
228,563
-5,686
34
$25.1M 0.79%
312,083
-2,148
35
$25.1M 0.79%
277,234
+1,731
36
$24.7M 0.78%
224,125
+1,254
37
$23.1M 0.73%
498,198
+9,952
38
$22.6M 0.71%
83,211
-2,275
39
$22.1M 0.7%
438,645
-67,472
40
$20.5M 0.64%
73,248
-11,675
41
$20.2M 0.64%
125,213
-1,257
42
$20.1M 0.63%
133,455
-1,144
43
$19.2M 0.6%
167,414
+772
44
$18.4M 0.58%
162,113
+163
45
$17.9M 0.56%
430,011
+44,661
46
$17.7M 0.56%
163,566
-4,693
47
$15.7M 0.5%
55,227
-5,459
48
$14.5M 0.46%
76,952
+5,724
49
$14.2M 0.45%
59,036
-1,843
50
$14.1M 0.44%
58,779
-5,577
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