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
$560M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$7.31M
3
+$3.03M
4
CMCSA icon
Comcast
CMCSA
+$3.02M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.43M

Top Sells

1
+$7.2M
2
+$5.27M
3
+$4.09M
4
EBAY icon
eBay
EBAY
+$3.65M
5
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$3.02M

Sector Composition

1 Financials 24.54%
2 Healthcare 11.78%
3 Technology 7.86%
4 Industrials 6.72%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.65M 0.47%
37,972
-26,015
52
$2.64M 0.47%
36,888
+2,168
53
$2.51M 0.45%
122,973
+14,148
54
$2.5M 0.45%
19,868
+1,325
55
$2.48M 0.44%
53,619
-3,110
56
$2.3M 0.41%
38,807
+3,677
57
$2.24M 0.4%
37,325
+8,195
58
$2.17M 0.39%
20,746
+4,410
59
$2.1M 0.38%
52,488
+3,020
60
$1.86M 0.33%
26,670
-1,000
61
$1.77M 0.32%
41,277
-3,850
62
$1.76M 0.31%
16,816
-1,200
63
$1.72M 0.31%
17,422
+5,412
64
$1.71M 0.31%
17,800
+10,400
65
$1.58M 0.28%
10,921
+305
66
$1.5M 0.27%
32,900
67
$1.49M 0.27%
29,567
+1,395
68
$1.49M 0.27%
33,135
+1,199
69
$1.37M 0.25%
59,775
+28,970
70
$1.31M 0.23%
12,345
-2,130
71
$1.29M 0.23%
23,687
+4,105
72
$1.23M 0.22%
18,466
-517
73
$1.22M 0.22%
44,816
+5,222
74
$1.17M 0.21%
17,745
+311
75
$1.11M 0.2%
42,565
+11,815
1 2
3
4 5