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
$3.42B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$6.79M
3
+$4.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.49M
5
BWXT icon
BWX Technologies
BWXT
+$3.42M

Top Sells

1
+$5.82M
2
+$5.25M
3
+$4.81M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$4.69M
5
AMGN icon
Amgen
AMGN
+$2.89M

Sector Composition

1 Financials 21.44%
2 Technology 16.56%
3 Consumer Discretionary 10.99%
4 Communication Services 8.73%
5 Healthcare 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.2M 0.44%
67,708
-2,504
52
$14.7M 0.43%
67,818
+3,719
53
$14.3M 0.42%
74,214
+5,905
54
$13.7M 0.4%
114,093
-4,769
55
$13.4M 0.39%
84,255
-30,148
56
$13.3M 0.39%
159,159
+20,241
57
$12M 0.35%
114,986
-19,558
58
$11.7M 0.34%
37,847
+778
59
$11.6M 0.34%
213,594
-27,534
60
$11.3M 0.33%
103,597
-42,916
61
$11.3M 0.33%
56,921
-833
62
$11M 0.32%
151,002
-6,465
63
$10.6M 0.31%
98,392
-2,862
64
$8.56M 0.25%
129,835
+51,870
65
$8.49M 0.25%
39,639
-1,655
66
$8.34M 0.24%
32,728
+1,612
67
$8.02M 0.23%
36,933
-2,120
68
$7.88M 0.23%
28,512
-2,635
69
$7.72M 0.23%
40,838
-1,057
70
$7.67M 0.22%
86,442
-5,333
71
$7.58M 0.22%
30,457
-11,610
72
$7.52M 0.22%
136,016
-1,200
73
$7.35M 0.21%
137,840
+4,425
74
$7.32M 0.21%
137,272
+24
75
$7.16M 0.21%
29,961
+28,424
1 2
3
4 5