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
+$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$5.41M
3
+$2.96M
4
CHE icon
Chemed
CHE
+$1.54M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.53M

Top Sells

1
+$12.3M
2
+$10.3M
3
+$8.57M
4
ROP icon
Roper Technologies
ROP
+$6.65M
5
ABT icon
Abbott
ABT
+$5.24M

Sector Composition

1 Financials 21.16%
2 Technology 17.48%
3 Consumer Discretionary 9.51%
4 Communication Services 7.56%
5 Healthcare 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.5M 0.43%
163,780
+2,115
52
$14.5M 0.43%
118,742
+7,452
53
$14M 0.41%
103,545
+5,495
54
$14M 0.41%
33,669
+2,088
55
$13.5M 0.4%
46,265
+3,118
56
$12.6M 0.37%
7,124
+1,681
57
$12.5M 0.37%
106,591
+6,717
58
$11.8M 0.35%
51,005
+3
59
$11.3M 0.33%
92,615
-10,607
60
$10.3M 0.3%
73,424
-37,200
61
$9.54M 0.28%
199,296
-27,362
62
$9.12M 0.27%
21,989
-3,858
63
$8.96M 0.26%
15,788
-707
64
$8.49M 0.25%
138,342
+1,670
65
$8.06M 0.24%
15,230
+2,909
66
$7.9M 0.23%
161,772
-4,885
67
$7.34M 0.21%
14,917
-13,530
68
$7.17M 0.21%
75,470
+168
69
$7.16M 0.21%
31,837
+4,170
70
$6.97M 0.2%
47,880
-400
71
$6.97M 0.2%
44,975
-17,202
72
$6.59M 0.19%
31,613
-1,750
73
$6.48M 0.19%
115,346
-1,845
74
$6.02M 0.18%
36,123
+85
75
$5.97M 0.17%
31,672
-11,243
1 2
3
4 5