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
$560M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$7.31M
3
+$3.03M
4
CMCSA icon
Comcast
CMCSA
+$3.02M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.43M

Top Sells

1
+$7.2M
2
+$5.27M
3
+$4.09M
4
EBAY icon
eBay
EBAY
+$3.65M
5
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$3.02M

Sector Composition

1 Financials 24.54%
2 Healthcare 11.78%
3 Technology 7.86%
4 Industrials 6.72%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.07M 0.19%
33,208
-127,154
77
$975K 0.17%
9,890
-1,000
78
$901K 0.16%
29,414
-330
79
$890K 0.16%
13,355
-2,895
80
$890K 0.16%
12,785
-27,450
81
$851K 0.15%
7,981
-876
82
$807K 0.14%
11,739
-414
83
$799K 0.14%
14,772
+996
84
$788K 0.14%
34,160
+4,050
85
$701K 0.13%
10,308
86
$696K 0.12%
11,134
+3,504
87
$685K 0.12%
14,323
-4,214
88
$657K 0.12%
13,528
-21,053
89
$647K 0.12%
4,005
+375
90
$630K 0.11%
16,079
-4,671
91
$624K 0.11%
24,406
-444
92
$601K 0.11%
14,295
-75
93
$580K 0.1%
7,600
94
$545K 0.1%
+4,836
95
$525K 0.09%
11,250
-3,975
96
$499K 0.09%
4,809
+317
97
$484K 0.09%
10,352
-700
98
$480K 0.09%
4,900
99
$473K 0.08%
3,594
-1,191
100
$443K 0.08%
12,863
+544
2 3
4
5 6