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
$379M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$19.4M
3
+$17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$12.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.14%
2 Technology 9.09%
3 Industrials 8.61%
4 Healthcare 6.54%
5 Consumer Staples 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$780K 0.21%
+3,625
77
$694K 0.18%
+6,779
78
$683K 0.18%
+13,702
79
$682K 0.18%
+13,974
80
$675K 0.18%
+12,095
81
$644K 0.17%
+6,528
82
$641K 0.17%
+20,608
83
$635K 0.17%
+165
84
$612K 0.16%
+8,400
85
$603K 0.16%
+27,600
86
$594K 0.16%
+16,441
87
$589K 0.16%
+24,306
88
$579K 0.15%
+18,975
89
$562K 0.15%
+10,308
90
$551K 0.15%
+22,669
91
$527K 0.14%
+14,001
92
$454K 0.12%
+7,918
93
$444K 0.12%
+11,050
94
$442K 0.12%
+9,450
95
$434K 0.11%
+5,945
96
$430K 0.11%
+4,360
97
$408K 0.11%
+9,133
98
$393K 0.1%
+5,080
99
$383K 0.1%
+14,410
100
$348K 0.09%
+12,200
1 2 3
4
5