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
$2.82B
AUM Growth
-$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$4.62M
3
+$4.16M
4
ZTS icon
Zoetis
ZTS
+$3.33M
5
POOL icon
Pool Corp
POOL
+$2.25M

Top Sells

1
+$7.41M
2
+$4.38M
3
+$3.61M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.13M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.05M

Sector Composition

1 Financials 21.25%
2 Technology 17.82%
3 Healthcare 8.38%
4 Consumer Discretionary 8.12%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.3M 0.44%
74,965
-2,479
52
$11.9M 0.42%
80,156
-14,047
53
$10.9M 0.39%
42,549
-14,143
54
$10.1M 0.36%
57,902
+19,156
55
$9.78M 0.35%
89,776
-3,622
56
$9.23M 0.33%
88,480
-4,135
57
$8.26M 0.29%
53,018
-6,506
58
$8.15M 0.29%
30,323
-959
59
$7.93M 0.28%
95,530
-2,350
60
$7.89M 0.28%
81,462
-339
61
$7.71M 0.27%
21,658
+6,321
62
$7.6M 0.27%
136,161
-1,238
63
$7.09M 0.25%
60,336
-359
64
$6.92M 0.25%
22,532
-166
65
$6.9M 0.25%
12,218
-442
66
$6.88M 0.24%
522,095
67
$5.39M 0.19%
10,026
-30
68
$5.09M 0.18%
46,027
+440
69
$5M 0.18%
112,752
-3,307
70
$4.99M 0.18%
31,377
-1,148
71
$4.71M 0.17%
35,701
-11,331
72
$4.67M 0.17%
50,424
-775
73
$4.64M 0.16%
45,065
-15
74
$4.55M 0.16%
11,114
+550
75
$4.48M 0.16%
24,266
1 2
3
4 5