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
$2.22B
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$4.5M
3
+$4.34M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.11M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.06M

Top Sells

1
+$1.46M
2
+$1.41M
3
+$877K
4
QCOM icon
Qualcomm
QCOM
+$829K
5
TWX
Time Warner Inc
TWX
+$826K

Sector Composition

1 Financials 17.89%
2 Industrials 7.96%
3 Technology 7.9%
4 Healthcare 6.43%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8M 0.36%
101,634
-1,716
52
$7.81M 0.35%
55,845
-6,268
53
$7.75M 0.35%
28,365
+3,117
54
$7.67M 0.34%
103,455
+2,045
55
$7.51M 0.34%
45,886
-700
56
$7.5M 0.34%
60,276
+5,439
57
$7.28M 0.33%
54,756
-312
58
$7.12M 0.32%
50,725
-250
59
$7.03M 0.32%
42,158
-1,355
60
$6.68M 0.3%
23,035
+974
61
$6.46M 0.29%
26,329
+5,284
62
$5.91M 0.27%
44,795
+22,490
63
$5.84M 0.26%
43,740
-643
64
$5.81M 0.26%
115,563
+4,819
65
$5.8M 0.26%
27,770
+2,305
66
$5.61M 0.25%
99,897
-14,775
67
$5.57M 0.25%
72,130
+4,877
68
$5.52M 0.25%
160,434
-4,582
69
$5.27M 0.24%
69,272
-5,767
70
$5.26M 0.24%
38,941
+9,965
71
$5.21M 0.23%
23,335
+3,974
72
$5.19M 0.23%
120,597
+3,450
73
$5.08M 0.23%
87,797
-673
74
$5.05M 0.23%
179,116
-34
75
$4.93M 0.22%
92,924
+920
1 2
3
4 5