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
$705M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$54.2M
2
+$4.08M
3
+$2.92M
4
ING icon
ING
ING
+$2.82M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.86M

Top Sells

1
+$1.11M
2
+$815K
3
+$759K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$737K
5
WFC icon
Wells Fargo
WFC
+$551K

Sector Composition

1 Financials 27.4%
2 Healthcare 8.87%
3 Industrials 7.52%
4 Technology 7.34%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.57M 0.51%
49,437
+2,284
52
$3.45M 0.49%
64,950
+32,350
53
$3.4M 0.48%
40,486
+1,881
54
$3.16M 0.45%
56,012
+6,098
55
$3.04M 0.43%
48,612
+780
56
$2.95M 0.42%
42,762
-740
57
$2.87M 0.41%
53,786
+459
58
$2.83M 0.4%
39,767
+2,988
59
$2.82M 0.4%
+200,000
60
$2.72M 0.39%
60,752
+16,504
61
$2.56M 0.36%
35,711
-15,459
62
$2.3M 0.33%
99,633
-1,227
63
$2.24M 0.32%
20,163
+1,901
64
$2.11M 0.3%
13,527
+1,293
65
$2.06M 0.29%
17,543
+1,100
66
$1.91M 0.27%
16,650
-200
67
$1.89M 0.27%
25,136
-549
68
$1.85M 0.26%
32,979
-14,548
69
$1.82M 0.26%
+17,992
70
$1.68M 0.24%
55,490
+4,151
71
$1.68M 0.24%
32,959
+7,345
72
$1.66M 0.24%
26,214
+22,265
73
$1.58M 0.22%
51,400
+13,804
74
$1.52M 0.22%
+10,755
75
$1.45M 0.21%
45,180
-47
1 2
3
4 5