BIM

Bridges Investment Management Portfolio holdings

AUM $7.38B
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.82B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$50.3M
3
+$38.9M
4
LOW icon
Lowe's Companies
LOW
+$12.2M
5
SYK icon
Stryker
SYK
+$11.2M

Top Sells

1
+$60.2M
2
+$20.7M
3
+$17.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.1M
5
LMT icon
Lockheed Martin
LMT
+$13.8M

Sector Composition

1 Technology 22.8%
2 Financials 20.39%
3 Consumer Discretionary 11.14%
4 Industrials 8.6%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$38.1M 0.49%
260,121
-7,331
52
$36.1M 0.46%
104,448
-198,888
53
$35.5M 0.45%
481,273
+19,478
54
$35.4M 0.45%
8,251
-84
55
$33M 0.42%
246,039
+1,400
56
$32.4M 0.41%
434,678
-5,760
57
$31.5M 0.4%
701,576
-24,433
58
$29.6M 0.38%
66,107
-5,385
59
$29M 0.37%
83,667
+884
60
$29M 0.37%
98,665
+1,013
61
$28.9M 0.37%
205,636
-1,192
62
$28.5M 0.36%
93,768
-634
63
$27.5M 0.35%
416,833
+4,983
64
$27M 0.35%
218,217
+6,771
65
$26M 0.33%
92,291
+1,013
66
$25.1M 0.32%
52,906
+608
67
$23.4M 0.3%
150,454
+2,006
68
$21.9M 0.28%
151,767
+3,454
69
$21.7M 0.28%
69,906
-2,296
70
$21.6M 0.28%
31,625
+346
71
$18M 0.23%
72,951
+12,999
72
$17.7M 0.23%
28,859
-507
73
$17.5M 0.22%
238,184
-1,348
74
$16.1M 0.21%
161,000
+39,544
75
$15.6M 0.2%
106,949
+2,813
1 2
3
4 5