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
$550M
AUM Growth
-$9.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.15M
3
+$1.02M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$830K
5
FDX icon
FedEx
FDX
+$614K

Top Sells

1
+$24.5M
2
+$471K
3
+$395K
4
PNC icon
PNC Financial Services
PNC
+$360K
5
TD icon
Toronto Dominion Bank
TD
+$343K

Sector Composition

1 Financials 21.22%
2 Healthcare 10.94%
3 Technology 8.42%
4 Industrials 7.48%
5 Consumer Staples 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.87M 0.52%
70,768
+685
52
$2.84M 0.52%
38,513
+541
53
$2.65M 0.48%
116,091
-6,882
54
$2.63M 0.48%
46,022
+7,215
55
$2.59M 0.47%
41,322
+3,997
56
$2.57M 0.47%
20,060
+1,350
57
$2.49M 0.45%
33,910
-2,978
58
$2.42M 0.44%
21,251
+505
59
$2.18M 0.4%
23,160
+10,815
60
$2.18M 0.4%
53,408
+920
61
$2M 0.36%
39,532
+9,965
62
$1.96M 0.36%
26,670
63
$1.94M 0.35%
41,777
+500
64
$1.9M 0.35%
17,790
+368
65
$1.9M 0.34%
16,416
-400
66
$1.88M 0.34%
17,800
67
$1.8M 0.33%
59,450
-325
68
$1.67M 0.3%
32,600
-300
69
$1.51M 0.27%
11,914
+993
70
$1.5M 0.27%
52,699
+7,883
71
$1.38M 0.25%
33,002
-133
72
$1.34M 0.24%
45,299
+2,734
73
$1.32M 0.24%
18,633
+167
74
$1.29M 0.23%
24,412
+725
75
$1.2M 0.22%
17,651
-94
1 2
3
4 5