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
$6.93B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$13.8M
3
+$13.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.2M

Top Sells

1
+$32.9M
2
+$12.7M
3
+$10M
4
AAPL icon
Apple
AAPL
+$9.96M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$7.19M

Sector Composition

1 Financials 22.94%
2 Technology 20%
3 Consumer Discretionary 10.41%
4 Healthcare 9.17%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$32.9M 0.47%
247,982
+461
52
$31.9M 0.46%
212,948
-1,408
53
$31.7M 0.46%
213,473
+1,755
54
$31.4M 0.45%
8,232
+427
55
$30.6M 0.44%
98,010
-1,704
56
$30.5M 0.44%
99,776
+661
57
$29.9M 0.43%
81,606
+6,681
58
$29.2M 0.42%
83,567
-1,326
59
$28.9M 0.42%
92,723
-105
60
$27.9M 0.4%
282,812
-11,329
61
$25.8M 0.37%
320,614
+78,626
62
$24.9M 0.36%
53,440
+12
63
$24.8M 0.36%
148,007
-545
64
$22.6M 0.33%
70,984
+2,182
65
$22.3M 0.32%
412,869
+1,774
66
$21.3M 0.31%
57,322
-9,268
67
$19.6M 0.28%
31,918
+411
68
$19.6M 0.28%
62,783
-226
69
$18.5M 0.27%
151,484
+1,526
70
$18.4M 0.27%
75,274
+25,869
71
$17.7M 0.26%
81,259
-58,400
72
$17.4M 0.25%
39,002
+426
73
$15.2M 0.22%
29,533
-64
74
$15M 0.22%
134,607
+372
75
$14.2M 0.21%
217,155
+8,929
1 2
3
4 5