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
$379M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$19.4M
3
+$17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$12.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.14%
2 Technology 9.09%
3 Industrials 8.61%
4 Healthcare 6.54%
5 Consumer Staples 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.45%
+19,545
52
$1.68M 0.44%
+67,737
53
$1.62M 0.43%
+17,946
54
$1.61M 0.42%
+225,000
55
$1.57M 0.41%
+10,970
56
$1.47M 0.39%
+16,111
57
$1.46M 0.39%
+46,730
58
$1.41M 0.37%
+23,400
59
$1.31M 0.35%
+39,950
60
$1.27M 0.33%
+38,980
61
$1.24M 0.33%
+22,634
62
$1.15M 0.3%
+6,318
63
$1.12M 0.3%
+11,200
64
$1.11M 0.29%
+26,933
65
$1.09M 0.29%
+12,800
66
$1.07M 0.28%
+12,659
67
$1.05M 0.28%
+76,000
68
$1.05M 0.28%
+13,549
69
$1.03M 0.27%
+14,672
70
$934K 0.25%
+26,793
71
$925K 0.24%
+15,275
72
$890K 0.23%
+19,875
73
$844K 0.22%
+9,880
74
$815K 0.22%
+8,250
75
$802K 0.21%
+18,086
1 2
3
4 5