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
$2.62B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.31M
3
+$4.25M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.41M
5
CRM icon
Salesforce
CRM
+$3.39M

Top Sells

1
+$11.5M
2
+$6.65M
3
+$6.35M
4
FDX icon
FedEx
FDX
+$4.72M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.31M

Sector Composition

1 Financials 22.91%
2 Technology 13.06%
3 Industrials 9.66%
4 Consumer Discretionary 8.58%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.2M 0.43%
79,995
-8,324
52
$11.2M 0.43%
328,254
+92,142
53
$11.1M 0.42%
75,243
+12,784
54
$10.8M 0.41%
129,349
-5,810
55
$10.5M 0.4%
138,829
+1,182
56
$10.5M 0.4%
54,184
+1,181
57
$10.1M 0.39%
114,363
-1,425
58
$10M 0.38%
135,393
+10,767
59
$9.73M 0.37%
49,120
-525
60
$9.67M 0.37%
314,189
-2,033
61
$9.57M 0.37%
56,564
-1,910
62
$9.56M 0.36%
172,774
-1,328
63
$9.53M 0.36%
125,896
-2,748
64
$9M 0.34%
127,515
+70
65
$8.95M 0.34%
71,969
+30
66
$8.07M 0.31%
163,394
+304
67
$7.87M 0.3%
28,693
-23,173
68
$7.59M 0.29%
55,216
+1,360
69
$7.53M 0.29%
124,759
-7,086
70
$7.44M 0.28%
86,550
-3,179
71
$7.41M 0.28%
89,065
-3,860
72
$7.38M 0.28%
38,384
-1,913
73
$7.33M 0.28%
161,308
+12,195
74
$7.08M 0.27%
88,155
-777
75
$6.9M 0.26%
64,534
+668
1 2
3
4 5