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
$3.25B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$3.9M
3
+$2.41M
4
META icon
Meta Platforms (Facebook)
META
+$1.97M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.5M

Top Sells

1
+$13M
2
+$10.7M
3
+$5.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.93M
5
ILMN icon
Illumina
ILMN
+$3.97M

Sector Composition

1 Financials 21.2%
2 Technology 17.87%
3 Consumer Discretionary 11.13%
4 Communication Services 8.13%
5 Healthcare 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.2M 0.44%
146,513
52
$13.8M 0.43%
458,003
-63,486
53
$13M 0.4%
118,862
-7,785
54
$12.7M 0.39%
138,918
+26,436
55
$12.6M 0.39%
241,128
-54,184
56
$12.2M 0.38%
68,309
+1,716
57
$11.4M 0.35%
64,099
+6,944
58
$11.4M 0.35%
134,544
-25,810
59
$10.8M 0.33%
101,254
-8,622
60
$10.6M 0.33%
37,069
+285
61
$10.2M 0.31%
57,754
-2,709
62
$9.67M 0.3%
42,067
-4,294
63
$8.94M 0.28%
41,294
-2,525
64
$8.31M 0.26%
39,053
-2,160
65
$8.14M 0.25%
31,147
-1,746
66
$7.85M 0.24%
157,467
+6,875
67
$7.6M 0.23%
91,775
-16,744
68
$6.89M 0.21%
133,415
-11,301
69
$6.88M 0.21%
41,895
+1,076
70
$6.79M 0.21%
137,248
-5,973
71
$6.66M 0.21%
31,116
-12,136
72
$6.39M 0.2%
137,216
-8,982
73
$6.31M 0.19%
26,019
+16,107
74
$5.95M 0.18%
51,168
75
$5.79M 0.18%
40,937
+1,041
1 2
3
4 5