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
$444M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$719K
2
+$680K
3
+$615K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$572K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$552K

Top Sells

1
+$669K
2
+$559K
3
+$544K
4
PNC icon
PNC Financial Services
PNC
+$445K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$356K

Sector Composition

1 Financials 23.64%
2 Technology 9.56%
3 Industrials 9.29%
4 Healthcare 7.32%
5 Consumer Staples 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.41%
36,116
-4,130
52
$1.82M 0.41%
36,420
+10,400
53
$1.79M 0.4%
20,872
-315
54
$1.68M 0.38%
26,460
+1,150
55
$1.67M 0.38%
23,746
-250
56
$1.66M 0.37%
44,833
-8,721
57
$1.63M 0.37%
10,920
-250
58
$1.58M 0.36%
40,350
59
$1.57M 0.35%
79,000
60
$1.52M 0.34%
13,659
61
$1.51M 0.34%
14,450
62
$1.46M 0.33%
38,996
-404
63
$1.41M 0.32%
26,735
+75
64
$1.39M 0.31%
55,117
-21,642
65
$1.36M 0.31%
7,605
+597
66
$1.25M 0.28%
15,136
+797
67
$1.22M 0.27%
32,540
-750
68
$1.12M 0.25%
15,875
+300
69
$1.09M 0.25%
16,709
+925
70
$1.08M 0.24%
10,835
-1,165
71
$1.08M 0.24%
3,850
+25
72
$1.05M 0.24%
14,772
+50
73
$1M 0.23%
26,187
+12
74
$964K 0.22%
8,280
75
$934K 0.21%
15,144
-653
1 2
3
4 5