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
$2.17B
AUM Growth
+$933M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17.8M
3
+$17.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$17.5M
5
UNP icon
Union Pacific
UNP
+$16.1M

Top Sells

1
+$1.2M
2
+$253K
3
+$219K
4
AZO icon
AutoZone
AZO
+$213K
5
LECO icon
Lincoln Electric
LECO
+$180K

Sector Composition

1 Financials 18.25%
2 Industrials 7.72%
3 Technology 7.47%
4 Healthcare 6.38%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.51M 0.35%
57,453
+44,058
52
$7.32M 0.34%
43,513
-1,303
53
$7.23M 0.33%
101,410
+19,810
54
$7.15M 0.33%
46,586
+19,705
55
$7.08M 0.33%
55,068
+34,924
56
$6.99M 0.32%
50,975
+2,540
57
$6.92M 0.32%
33,523
+11,932
58
$6.7M 0.31%
+25,248
59
$6.51M 0.3%
44,383
+36,116
60
$6.35M 0.29%
114,672
+17,431
61
$6.04M 0.28%
22,061
+7,344
62
$5.77M 0.27%
54,837
+33,970
63
$5.56M 0.26%
165,016
+38,578
64
$5.37M 0.25%
179,150
+162,729
65
$5.3M 0.24%
110,744
+26,141
66
$5.21M 0.24%
75,039
+16,825
67
$5.08M 0.23%
87,851
+5,786
68
$5.04M 0.23%
187,089
+106,381
69
$5.02M 0.23%
117,147
+27,782
70
$4.88M 0.22%
61,592
+9,402
71
$4.8M 0.22%
25,465
+11,994
72
$4.75M 0.22%
92,004
+6,056
73
$4.7M 0.22%
+21,255
74
$4.67M 0.21%
65,196
+37,481
75
$4.65M 0.21%
67,253
+25,710
1 2
3
4 5