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
$3.02B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$9.16M
3
+$1.67M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.66M
5
ROL icon
Rollins
ROL
+$1.62M

Top Sells

1
+$17.3M
2
+$13.7M
3
+$8.09M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$7.16M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.11M

Sector Composition

1 Financials 20.41%
2 Technology 18.86%
3 Consumer Discretionary 8.65%
4 Healthcare 8.27%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.8M 0.42%
82,435
+2,279
52
$12.5M 0.42%
83,204
+60,796
53
$12.4M 0.41%
62,870
+4,968
54
$12.1M 0.4%
38,828
-3,721
55
$11.5M 0.38%
20,603
-3,700
56
$11.1M 0.37%
85,649
-4,127
57
$10.1M 0.33%
91,645
+10,183
58
$9.87M 0.33%
88,440
-7,090
59
$9.15M 0.3%
22,943
+1,285
60
$8.72M 0.29%
55,658
+2,640
61
$8.38M 0.28%
136,161
62
$8.29M 0.27%
12,557
+339
63
$8.13M 0.27%
28,223
-2,100
64
$7.84M 0.26%
522,095
65
$7.44M 0.25%
21,206
-1,326
66
$6.47M 0.21%
45,455
-572
67
$6.03M 0.2%
60,336
68
$5.81M 0.19%
9,967
-59
69
$5.3M 0.18%
31,115
-262
70
$5.27M 0.17%
25,116
+850
71
$5.1M 0.17%
46,763
+1,698
72
$4.93M 0.16%
10,873
-241
73
$4.65M 0.15%
49,374
-1,050
74
$4.64M 0.15%
17,817
+486
75
$4.57M 0.15%
104,318
-8,434
1 2
3
4 5