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
$444M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$719K
2
+$680K
3
+$615K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$572K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$552K

Top Sells

1
+$669K
2
+$559K
3
+$544K
4
PNC icon
PNC Financial Services
PNC
+$445K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$356K

Sector Composition

1 Financials 23.64%
2 Technology 9.56%
3 Industrials 9.29%
4 Healthcare 7.32%
5 Consumer Staples 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$926K 0.21%
8,117
+1,200
77
$915K 0.21%
6,709
-130
78
$894K 0.2%
18,745
+629
79
$881K 0.2%
20,350
-300
80
$827K 0.19%
28,000
81
$814K 0.18%
10,085
+200
82
$743K 0.17%
8,000
-200
83
$712K 0.16%
23,825
+4,800
84
$683K 0.15%
20,608
85
$665K 0.15%
16,457
-1,900
86
$662K 0.15%
29,499
+10
87
$659K 0.15%
4,580
-180
88
$652K 0.15%
10,308
89
$650K 0.15%
12,561
+466
90
$632K 0.14%
63,000
-27,000
91
$630K 0.14%
13,380
+500
92
$548K 0.12%
14,525
-2,606
93
$537K 0.12%
6,655
+650
94
$509K 0.11%
9,158
-322
95
$438K 0.1%
11,024
+734
96
$437K 0.1%
13,178
+6
97
$433K 0.1%
7,680
+870
98
$433K 0.1%
8,133
99
$424K 0.1%
6,223
-2,635
100
$409K 0.09%
15,373
+1,986
2 3
4
5 6