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
$577M
AUM Growth
+$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.05M
3
+$960K
4
FDX icon
FedEx
FDX
+$936K
5
AMP icon
Ameriprise Financial
AMP
+$928K

Top Sells

1
+$2.47M
2
+$2.18M
3
+$860K
4
ILF icon
iShares Latin America 40 ETF
ILF
+$791K
5
GE icon
GE Aerospace
GE
+$422K

Sector Composition

1 Financials 24.18%
2 Healthcare 11.47%
3 Technology 9.34%
4 Industrials 7.29%
5 Consumer Staples 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.16M 0.2%
10,890
-175
77
$1.09M 0.19%
39,594
-1,350
78
$1.04M 0.18%
17,111
-1,055
79
$1.03M 0.18%
19,582
+6,026
80
$1.03M 0.18%
18,537
-5,874
81
$1M 0.17%
30,110
+3,000
82
$974K 0.17%
32,418
+230
83
$946K 0.16%
29,744
-4,771
84
$935K 0.16%
15,225
-300
85
$933K 0.16%
8,857
-115
86
$882K 0.15%
20,750
+2,398
87
$825K 0.14%
30,750
+2,118
88
$811K 0.14%
13,776
+3,730
89
$809K 0.14%
12,153
+400
90
$756K 0.13%
10,308
91
$748K 0.13%
14,952
-3,425
92
$744K 0.13%
4,785
-46
93
$743K 0.13%
24,850
+1,692
94
$718K 0.12%
7,400
-620
95
$699K 0.12%
14,370
-1,000
96
$698K 0.12%
7,600
97
$626K 0.11%
14,355
+2,092
98
$514K 0.09%
4,900
-400
99
$491K 0.09%
3,630
+230
100
$490K 0.09%
6,603
-4,148
2 3
4
5 6