BIM

Bridges Investment Management Portfolio holdings

AUM $7.38B
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.82B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$50.3M
3
+$38.9M
4
LOW icon
Lowe's Companies
LOW
+$12.2M
5
SYK icon
Stryker
SYK
+$11.2M

Top Sells

1
+$60.2M
2
+$20.7M
3
+$17.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.1M
5
LMT icon
Lockheed Martin
LMT
+$13.8M

Sector Composition

1 Technology 22.8%
2 Financials 20.39%
3 Consumer Discretionary 11.14%
4 Industrials 8.6%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$91.4M 1.17%
375,367
+660
27
$83.2M 1.06%
263,157
+7,558
28
$81.7M 1.04%
697,724
-126,228
29
$76.5M 0.98%
170,946
-2,442
30
$72.1M 0.92%
1,492,752
-2,197
31
$69.7M 0.89%
378,780
+48,830
32
$69M 0.88%
142,220
-1,394
33
$65.1M 0.83%
68,229
+516
34
$63.8M 0.82%
378,748
-3,378
35
$60.6M 0.77%
172,404
-1,668
36
$55.6M 0.71%
273,076
-103,996
37
$55.6M 0.71%
270,814
+183
38
$55.3M 0.71%
51,245
+38
39
$54.6M 0.7%
650,855
-1,062
40
$52.7M 0.67%
286,021
-2,380
41
$52.5M 0.67%
276,768
+269,959
42
$49.6M 0.63%
140,689
-2,534
43
$48.7M 0.62%
148,107
+102,014
44
$46.1M 0.59%
124,706
+28,968
45
$45.4M 0.58%
636,169
-148,502
46
$45.2M 0.58%
111,587
+7,863
47
$44.5M 0.57%
192,089
+2,117
48
$44.2M 0.57%
80,902
-1,390
49
$43.8M 0.56%
47,301
+156
50
$41.3M 0.53%
368,106
+1,312
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