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
$479M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.63M
3
+$1.63M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.62M
5
GILD icon
Gilead Sciences
GILD
+$1.57M

Top Sells

1
+$1.42M
2
+$1.24M
3
+$1.17M
4
VMI icon
Valmont Industries
VMI
+$1.06M
5
WAT icon
Waters Corp
WAT
+$953K

Sector Composition

1 Financials 24.11%
2 Industrials 8.96%
3 Technology 8.8%
4 Healthcare 8.16%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.41%
17,248
+1,065
52
$1.84M 0.38%
18,890
-760
53
$1.81M 0.38%
49,250
+8,900
54
$1.79M 0.37%
16,621
+2,171
55
$1.79M 0.37%
25,300
+22,195
56
$1.79M 0.37%
9,718
+2,113
57
$1.7M 0.35%
43,856
+4,860
58
$1.69M 0.35%
20,322
-550
59
$1.67M 0.35%
38,903
+22,446
60
$1.52M 0.32%
37,199
+4,659
61
$1.5M 0.31%
29,120
+2,385
62
$1.49M 0.31%
22,329
-1,417
63
$1.48M 0.31%
29,180
-6,936
64
$1.38M 0.29%
4,508
+658
65
$1.36M 0.28%
17,150
+2,014
66
$1.34M 0.28%
79,580
+580
67
$1.33M 0.28%
16,664
-17,797
68
$1.32M 0.28%
+16,350
69
$1.22M 0.25%
33,258
-11,575
70
$1.19M 0.25%
15,805
+1,033
71
$1.16M 0.24%
21,426
+2,681
72
$1.16M 0.24%
17,885
+1,176
73
$1.12M 0.23%
15,875
74
$1.11M 0.23%
28,960
+2,773
75
$1.02M 0.21%
8,267
+150
1 2
3
4 5