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
$2.45B
AUM Growth
+$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$8.04M
3
+$7.32M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.81M
5
FDX icon
FedEx
FDX
+$4.76M

Top Sells

1
+$6.86M
2
+$6.63M
3
+$5.75M
4
GILD icon
Gilead Sciences
GILD
+$5.66M
5
STZ icon
Constellation Brands
STZ
+$5.6M

Sector Composition

1 Financials 21.71%
2 Technology 11.28%
3 Industrials 10.08%
4 Healthcare 9.16%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.9M 0.45%
190,047
-6,927
52
$10.8M 0.44%
133,948
-6,489
53
$10.2M 0.42%
201,581
+62,790
54
$10.2M 0.42%
126,793
-4,786
55
$10.2M 0.42%
227,980
+54,184
56
$10.2M 0.42%
197,122
+191,201
57
$10.2M 0.41%
53,468
+298
58
$10.1M 0.41%
81,964
+6,740
59
$9.79M 0.4%
48,666
+655
60
$9.42M 0.38%
59,286
-1,270
61
$9.41M 0.38%
775,030
62
$8.85M 0.36%
163,835
-68
63
$8.78M 0.36%
32,959
+11,223
64
$8.71M 0.36%
49,320
+595
65
$8.7M 0.36%
50,094
-248
66
$8.57M 0.35%
115,312
-721
67
$8.54M 0.35%
105,939
-85,120
68
$8.31M 0.34%
172,531
-2,529
69
$8.12M 0.33%
34,338
-913
70
$8.04M 0.33%
+188,008
71
$7.77M 0.32%
46,906
+2,547
72
$7.54M 0.31%
72,449
-963
73
$7.48M 0.31%
126,527
-5,494
74
$7.23M 0.29%
41,065
+479
75
$7.21M 0.29%
90,873
-2,381
1 2
3
4 5