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
$6.93B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$13.8M
3
+$13.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.2M

Top Sells

1
+$32.9M
2
+$12.7M
3
+$10M
4
AAPL icon
Apple
AAPL
+$9.96M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$7.19M

Sector Composition

1 Financials 22.94%
2 Technology 20.01%
3 Consumer Discretionary 10.41%
4 Healthcare 9.17%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$77.2M 1.11%
213,831
-8,715
27
$76.3M 1.1%
175,836
+3,007
28
$72.6M 1.05%
385,699
+21,663
29
$70.9M 1.02%
241,420
+11,500
30
$69.8M 1.01%
140,237
+7,820
31
$67M 0.97%
400,230
-27,186
32
$66.7M 0.96%
386,592
-1,269
33
$63.2M 0.91%
1,497,422
-3,000
34
$58.9M 0.85%
376,994
-10,833
35
$56.3M 0.81%
274,122
+2,491
36
$55.5M 0.8%
144,604
+3,601
37
$52.7M 0.76%
66,228
-1,738
38
$48.8M 0.7%
679,067
-100
39
$47.9M 0.69%
789,642
-52,884
40
$47.1M 0.68%
367,494
+215
41
$46.5M 0.67%
822,519
-40,763
42
$44.8M 0.65%
47,370
+78
43
$44.7M 0.64%
271,553
+3,723
44
$43.7M 0.63%
71,001
+3,528
45
$42.1M 0.61%
443,258
-7,795
46
$40.2M 0.58%
192,031
+12,165
47
$38.9M 0.56%
106,108
-5,766
48
$37.1M 0.54%
59,208
+32,367
49
$35.1M 0.51%
51,698
+192
50
$33.4M 0.48%
131,260
-22,039
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