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
$1.06B
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.7M
3
+$13M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$10.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$8.26M

Top Sells

1
+$1.33M
2
+$1.02M
3
+$856K
4
DD
Du Pont De Nemours E I
DD
+$558K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$51.5K

Sector Composition

1 Financials 26.33%
2 Healthcare 9.86%
3 Industrials 8.78%
4 Technology 8.44%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.09M 0.48%
16,242
+3,932
52
$5.08M 0.48%
55,845
+17,129
53
$4.73M 0.45%
77,396
+28,731
54
$4.65M 0.44%
34,217
+14,132
55
$4.53M 0.43%
117,325
+30,200
56
$4.53M 0.43%
84,265
+21,832
57
$4.46M 0.42%
63,876
+25,075
58
$4.36M 0.41%
88,396
+31,432
59
$4.19M 0.4%
66,110
+15,183
60
$4.16M 0.39%
52,049
+16,699
61
$4.04M 0.38%
21,366
+5,961
62
$3.81M 0.36%
112,411
+56,076
63
$3.77M 0.36%
63,939
+19,074
64
$3.7M 0.35%
74,859
+22,303
65
$3.44M 0.33%
25,466
+7,950
66
$3.29M 0.31%
61,610
+21,985
67
$3.1M 0.29%
92,285
+36,646
68
$3.02M 0.29%
41,644
+9,934
69
$2.88M 0.27%
20,591
+14,849
70
$2.73M 0.26%
104,985
+20,409
71
$2.59M 0.25%
21,584
+4,550
72
$2.39M 0.23%
41,957
+22,336
73
$2.38M 0.23%
80,461
+31,983
74
$2.29M 0.22%
44,266
+12,431
75
$2.27M 0.21%
25,028
+11,890
1 2
3
4 5