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
$7.15B
AUM Growth
-$755K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$15.3M
3
+$8.74M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.05M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.71M

Top Sells

1
+$18.1M
2
+$9.23M
3
+$8.5M
4
GNRC icon
Generac Holdings
GNRC
+$8.41M
5
BWXT icon
BWX Technologies
BWXT
+$7.66M

Sector Composition

1 Technology 22.53%
2 Financials 20.64%
3 Consumer Discretionary 11.23%
4 Healthcare 8.62%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$32.6M 0.46%
74,925
-4,742
52
$32.5M 0.45%
51,506
-192
53
$32M 0.45%
179,866
-420
54
$29M 0.41%
99,115
-1,396
55
$28.9M 0.4%
99,714
-572
56
$28.9M 0.4%
84,893
-931
57
$28M 0.39%
247,521
-3,365
58
$25.6M 0.36%
139,659
-8,412
59
$25M 0.35%
7,805
+531
60
$24.2M 0.34%
92,828
-714
61
$24.1M 0.34%
241,988
+153,961
62
$24M 0.34%
66,590
-755
63
$23.5M 0.33%
68,802
-845
64
$22.4M 0.31%
53,428
-82
65
$22.2M 0.31%
63,009
-713
66
$21.5M 0.3%
148,552
-2,281
67
$21.5M 0.3%
411,095
-27
68
$19.8M 0.28%
31,507
-320
69
$18.9M 0.26%
26,841
-304
70
$18.7M 0.26%
38,576
-362
71
$18.1M 0.25%
149,958
-1,966
72
$16.4M 0.23%
121,056
-8,462
73
$15.9M 0.22%
29,597
+308
74
$15.1M 0.21%
117,661
+18,930
75
$14.5M 0.2%
208,226
+780
1 2
3
4 5