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
+$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$5.41M
3
+$2.96M
4
CHE icon
Chemed
CHE
+$1.54M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.53M

Top Sells

1
+$12.3M
2
+$10.3M
3
+$8.57M
4
ROP icon
Roper Technologies
ROP
+$6.65M
5
ABT icon
Abbott
ABT
+$5.24M

Sector Composition

1 Financials 21.16%
2 Technology 17.48%
3 Consumer Discretionary 9.51%
4 Communication Services 7.56%
5 Healthcare 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$41.2M 1.21%
72,675
-178
27
$40.1M 1.17%
60,026
-721
28
$39.7M 1.16%
428,274
-702
29
$35.7M 1.04%
189,224
+28,691
30
$31.9M 0.93%
66,950
-802
31
$30.6M 0.9%
64,863
+68
32
$28.7M 0.84%
279,556
+2,322
33
$27.9M 0.82%
234,932
+6,369
34
$27.4M 0.8%
314,011
+1,928
35
$27M 0.79%
534,273
+4,419
36
$26.5M 0.77%
226,320
+2,195
37
$25.7M 0.75%
73,072
-176
38
$23.9M 0.7%
499,006
+808
39
$23.2M 0.68%
169,464
+2,050
40
$22.4M 0.66%
438,883
+238
41
$21.3M 0.62%
164,241
+2,128
42
$21.3M 0.62%
122,430
-11,025
43
$21M 0.61%
82,671
-540
44
$20.6M 0.6%
120,320
-4,893
45
$20M 0.58%
441,136
+11,125
46
$16.7M 0.49%
59,117
+338
47
$16.3M 0.48%
82,497
+5,545
48
$15.9M 0.47%
38,625
+3,315
49
$15.7M 0.46%
58,611
-425
50
$15.3M 0.45%
54,455
-772
1
2
3 4 5