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
$479M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.63M
3
+$1.63M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.62M
5
GILD icon
Gilead Sciences
GILD
+$1.57M

Top Sells

1
+$1.42M
2
+$1.24M
3
+$1.17M
4
VMI icon
Valmont Industries
VMI
+$1.06M
5
WAT icon
Waters Corp
WAT
+$953K

Sector Composition

1 Financials 24.11%
2 Industrials 8.96%
3 Technology 8.8%
4 Healthcare 8.16%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$989K 0.21%
+7,502
77
$971K 0.2%
15,250
+106
78
$942K 0.2%
8,280
79
$907K 0.19%
32,000
+4,000
80
$871K 0.18%
11,785
+1,700
81
$849K 0.18%
6,764
+55
82
$812K 0.17%
18,100
-2,250
83
$779K 0.16%
+5,040
84
$750K 0.16%
33,443
+3,944
85
$727K 0.15%
26,525
+2,700
86
$724K 0.15%
5,464
+884
87
$718K 0.15%
10,308
88
$715K 0.15%
20,608
89
$679K 0.14%
12,328
-233
90
$669K 0.14%
14,250
+870
91
$655K 0.14%
7,600
-400
92
$622K 0.13%
+19,055
93
$561K 0.12%
3,770
-7,150
94
$546K 0.11%
6,730
+75
95
$538K 0.11%
17,667
+4,321
96
$522K 0.11%
9,208
+50
97
$516K 0.11%
13,178
98
$510K 0.11%
6,925
+702
99
$480K 0.1%
12,007
-2,518
100
$473K 0.1%
9,100
+967
2 3
4
5 6