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
$7.15B
AUM Growth
-$755K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$15.3M
3
+$8.74M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.05M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.71M

Top Sells

1
+$18.1M
2
+$9.23M
3
+$8.5M
4
GNRC icon
Generac Holdings
GNRC
+$8.41M
5
BWXT icon
BWX Technologies
BWXT
+$7.66M

Sector Composition

1 Technology 22.53%
2 Financials 20.64%
3 Consumer Discretionary 11.23%
4 Healthcare 8.62%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$90.6M 1.27%
173,663
-1,603
27
$89.4M 1.25%
222,546
-7,867
28
$82.2M 1.15%
229,920
-841
29
$73.9M 1.03%
387,827
-18,919
30
$72.1M 1.01%
67,966
-3,922
31
$71.8M 1%
1,500,422
-3,216
32
$68.9M 0.96%
132,417
-1,364
33
$68.5M 0.96%
172,829
-3,149
34
$67.4M 0.94%
364,036
-4,047
35
$62.7M 0.88%
141,003
-1,800
36
$57.8M 0.81%
387,861
-6,527
37
$49.6M 0.69%
271,631
-2,224
38
$49.5M 0.69%
863,282
-6,568
39
$48.4M 0.68%
842,526
-1,273
40
$47.7M 0.67%
679,167
-120,979
41
$46.1M 0.64%
153,299
+80,727
42
$45M 0.63%
367,279
+16,407
43
$43.6M 0.61%
267,830
-9,031
44
$43.5M 0.61%
111,874
-3,216
45
$43.3M 0.61%
47,292
-889
46
$38.3M 0.54%
451,053
-7,215
47
$35.7M 0.5%
67,473
-4,756
48
$33.3M 0.47%
211,718
-1,751
49
$32.8M 0.46%
294,141
-68,809
50
$32.6M 0.46%
214,356
-2,364
1
2
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