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
$600M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.96M
3
+$1.34M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$701K
5
AMGN icon
Amgen
AMGN
+$618K

Top Sells

1
+$2.49M
2
+$2.25M
3
+$1.06M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$665K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$432K

Sector Composition

1 Financials 20.06%
2 Healthcare 10.28%
3 Industrials 8.11%
4 Technology 8.03%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.24M 0.54%
47,153
-790
52
$3.19M 0.53%
55,433
+204
53
$3.04M 0.51%
38,605
-600
54
$3.02M 0.5%
47,832
+185
55
$2.78M 0.46%
43,502
-1,918
56
$2.77M 0.46%
53,327
+528
57
$2.66M 0.44%
36,779
+27,110
58
$2.42M 0.4%
100,860
-14,301
59
$2.31M 0.39%
49,914
+9,575
60
$2.27M 0.38%
47,527
+500
61
$2.03M 0.34%
18,262
+472
62
$2.01M 0.33%
16,443
63
$1.93M 0.32%
44,248
-9,520
64
$1.84M 0.31%
16,850
-950
65
$1.71M 0.28%
25,685
-1,600
66
$1.69M 0.28%
25,570
-150
67
$1.63M 0.27%
51,339
-4,935
68
$1.62M 0.27%
32,600
69
$1.61M 0.27%
12,234
-100
70
$1.54M 0.26%
20,857
71
$1.53M 0.26%
36,277
-3,100
72
$1.39M 0.23%
45,227
+122
73
$1.35M 0.22%
25,614
+5,400
74
$1.34M 0.22%
31,777
75
$1.24M 0.21%
17,276
-75
1 2
3
4 5