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
$3.18B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$5.73M
3
+$4.36M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.35M
5
BWXT icon
BWX Technologies
BWXT
+$3.21M

Top Sells

1
+$23.9M
2
+$15.6M
3
+$14.4M
4
AMZN icon
Amazon
AMZN
+$14M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.5M

Sector Composition

1 Financials 21.6%
2 Technology 16.88%
3 Consumer Discretionary 9.34%
4 Communication Services 7.78%
5 Healthcare 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.5M 0.42%
84,255
52
$13.3M 0.42%
111,290
+62,593
53
$13.1M 0.41%
110,624
-2,179
54
$13M 0.41%
161,665
+7,888
55
$12.7M 0.4%
35,310
-102
56
$12.7M 0.4%
31,581
+930
57
$12.7M 0.4%
28,447
-19,923
58
$12.2M 0.38%
226,658
+59,516
59
$11.7M 0.37%
103,222
60
$11.7M 0.37%
51,002
-264
61
$11.5M 0.36%
43,147
+1,567
62
$10.6M 0.33%
98,050
+793
63
$10.5M 0.33%
62,177
-69,375
64
$10.1M 0.32%
99,874
-2,022
65
$9.87M 0.31%
5,443
+1,471
66
$8.4M 0.26%
166,657
+6,775
67
$8.27M 0.26%
25,847
-777
68
$8.25M 0.26%
42,915
+619
69
$7.61M 0.24%
136,672
70
$7.41M 0.23%
16,495
+258
71
$7.14M 0.22%
75,302
-2,835
72
$7.08M 0.22%
33,363
-982
73
$6.97M 0.22%
117,191
-16,750
74
$6.57M 0.21%
29,886
+450
75
$6.36M 0.2%
48,280
-1,782
1 2
3
4 5