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
$3.02B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$9.16M
3
+$1.67M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.66M
5
ROL icon
Rollins
ROL
+$1.62M

Top Sells

1
+$17.3M
2
+$13.7M
3
+$8.09M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$7.16M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.11M

Sector Composition

1 Financials 20.41%
2 Technology 18.86%
3 Consumer Discretionary 8.65%
4 Healthcare 8.27%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$34.9M 1.16%
79,189
-639
27
$34.4M 1.14%
72,120
-7,232
28
$33.2M 1.1%
208,350
-18,154
29
$32.5M 1.08%
91,717
-2,349
30
$31.2M 1.03%
44,134
-961
31
$29.3M 0.97%
131,706
-470
32
$28M 0.93%
52,840
-770
33
$23.7M 0.78%
86,111
-1,872
34
$23M 0.76%
294,830
-6,419
35
$21.5M 0.71%
63,840
+4,914
36
$20.6M 0.68%
160,110
-5,310
37
$20.2M 0.67%
34,508
-425
38
$19.5M 0.65%
160,892
-5,790
39
$18.6M 0.62%
367,010
+331,251
40
$17.3M 0.57%
35,271
-837
41
$17.2M 0.57%
52,368
+117
42
$17.2M 0.57%
101,243
+6,571
43
$16.6M 0.55%
215,829
-47,064
44
$16.4M 0.54%
334,159
+4,444
45
$16.3M 0.54%
266,234
-40,845
46
$15.2M 0.51%
51,392
+2,156
47
$15.2M 0.5%
123,026
-4,123
48
$14.8M 0.49%
68,650
-6,315
49
$13.3M 0.44%
89,068
+1,850
50
$13M 0.43%
171,138
-42,775
1
2
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