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
$577M
AUM Growth
+$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.05M
3
+$960K
4
FDX icon
FedEx
FDX
+$936K
5
AMP icon
Ameriprise Financial
AMP
+$928K

Top Sells

1
+$2.47M
2
+$2.18M
3
+$860K
4
ILF icon
iShares Latin America 40 ETF
ILF
+$791K
5
GE icon
GE Aerospace
GE
+$422K

Sector Composition

1 Financials 24.18%
2 Healthcare 11.47%
3 Technology 9.34%
4 Industrials 7.29%
5 Consumer Staples 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.7M 0.47%
34,581
-60
52
$2.7M 0.47%
34,720
+885
53
$2.64M 0.46%
56,729
+609
54
$2.57M 0.45%
108,825
+7,170
55
$2.51M 0.43%
22,552
-728
56
$2.39M 0.41%
18,543
-927
57
$2.36M 0.41%
35,130
+2,678
58
$2.29M 0.4%
51,815
+3,116
59
$2.2M 0.38%
27,670
60
$2.11M 0.37%
49,468
+540
61
$1.89M 0.33%
43,592
-7,160
62
$1.81M 0.31%
14,475
+7,428
63
$1.78M 0.31%
29,130
+8,880
64
$1.77M 0.31%
45,127
-4,890
65
$1.74M 0.3%
18,016
-50
66
$1.57M 0.27%
31,936
+1,275
67
$1.53M 0.27%
28,172
+934
68
$1.47M 0.26%
10,616
+397
69
$1.4M 0.24%
16,336
+4,275
70
$1.36M 0.24%
32,900
+400
71
$1.31M 0.23%
30,805
+12,605
72
$1.29M 0.22%
17,434
+1,225
73
$1.24M 0.22%
18,983
+183
74
$1.17M 0.2%
12,010
+6,844
75
$1.17M 0.2%
30,337
+1,479
1 2
3
4 5