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
$1.24B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$3.12M
3
+$2.34M
4
MLM icon
Martin Marietta Materials
MLM
+$2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.86M

Top Sells

1
+$2.98M
2
+$1.83M
3
+$1.5M
4
LVLT
Level 3 Communications Inc
LVLT
+$1.48M
5
GE icon
GE Aerospace
GE
+$1.44M

Sector Composition

1 Financials 24.41%
2 Industrials 8.32%
3 Technology 7.95%
4 Healthcare 7.59%
5 Consumer Discretionary 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.87M 0.39%
33,153
-1,064
52
$4.79M 0.39%
52,190
-3,655
53
$4.71M 0.38%
82,065
-2,200
54
$4.69M 0.38%
14,717
-1,525
55
$4.66M 0.38%
50,159
-1,890
56
$4.48M 0.36%
84,603
+9,744
57
$4.47M 0.36%
85,948
-2,448
58
$4.34M 0.35%
126,438
+14,027
59
$4.12M 0.33%
26,881
+1,415
60
$4.11M 0.33%
76,618
-778
61
$4.1M 0.33%
21,591
+225
62
$3.96M 0.32%
120,180
+15,195
63
$3.8M 0.31%
58,214
-5,725
64
$3.63M 0.29%
63,695
+2,085
65
$3.48M 0.28%
51,702
-12,174
66
$3.42M 0.28%
89,365
-2,920
67
$3.1M 0.25%
41,543
-24,567
68
$2.94M 0.24%
41,419
-225
69
$2.9M 0.23%
20,144
-447
70
$2.79M 0.22%
33,383
-17,185
71
$2.75M 0.22%
43,916
-350
72
$2.67M 0.22%
25,488
+460
73
$2.51M 0.2%
13,471
+4,400
74
$2.39M 0.19%
20,064
-1,520
75
$2.37M 0.19%
80,708
+247
1 2
3
4 5