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
$2.82B
AUM Growth
-$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$4.62M
3
+$4.16M
4
ZTS icon
Zoetis
ZTS
+$3.33M
5
POOL icon
Pool Corp
POOL
+$2.25M

Top Sells

1
+$7.41M
2
+$4.38M
3
+$3.61M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.13M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.05M

Sector Composition

1 Financials 21.25%
2 Technology 17.82%
3 Healthcare 8.38%
4 Consumer Discretionary 8.12%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$31.6M 1.12%
226,504
-7,082
27
$29.2M 1.04%
79,828
-1,338
28
$29M 1.03%
44,827
-2,091
29
$28.2M 1%
94,066
-6,732
30
$27.5M 0.98%
132,176
-5,381
31
$27.1M 0.96%
53,610
-2,452
32
$25.2M 0.9%
45,095
-1,084
33
$23.9M 0.85%
87,983
-3,069
34
$23.2M 0.82%
301,249
-11,751
35
$21.1M 0.75%
166,682
-8,903
36
$19.7M 0.7%
262,893
-9,318
37
$18.2M 0.65%
165,420
-6,196
38
$18.2M 0.64%
34,933
-118
39
$18M 0.64%
307,079
-14,265
40
$17.2M 0.61%
58,926
+21,802
41
$16.8M 0.6%
233,746
-9,710
42
$16M 0.57%
94,672
-3,440
43
$15.9M 0.56%
127,149
-5,201
44
$15.4M 0.55%
52,251
+15,643
45
$15M 0.53%
24,303
-558
46
$14.8M 0.53%
213,913
-8,729
47
$14.7M 0.52%
87,218
-1,702
48
$14.4M 0.51%
36,108
-910
49
$14.2M 0.5%
329,715
+40,501
50
$13M 0.46%
49,236
-771
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