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
$550M
AUM Growth
-$9.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.15M
3
+$1.02M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$830K
5
FDX icon
FedEx
FDX
+$614K

Top Sells

1
+$24.5M
2
+$471K
3
+$395K
4
PNC icon
PNC Financial Services
PNC
+$360K
5
TD icon
Toronto Dominion Bank
TD
+$343K

Sector Composition

1 Financials 21.22%
2 Healthcare 10.94%
3 Technology 8.42%
4 Industrials 7.48%
5 Consumer Staples 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.07M 0.19%
31,213
-1,995
77
$935K 0.17%
8,891
+910
78
$909K 0.17%
32,321
+2,907
79
$869K 0.16%
9,890
80
$855K 0.16%
15,092
+320
81
$854K 0.16%
13,489
+134
82
$833K 0.15%
13,559
+2,425
83
$803K 0.15%
16,595
+2,300
84
$777K 0.14%
12,166
+427
85
$718K 0.13%
13,212
-1,111
86
$709K 0.13%
10,308
87
$669K 0.12%
14,354
+826
88
$659K 0.12%
4,554
+960
89
$644K 0.12%
4,088
+83
90
$619K 0.11%
33,760
-400
91
$592K 0.11%
24,034
-372
92
$558K 0.1%
7,600
93
$533K 0.1%
5,196
+387
94
$525K 0.1%
13,050
+1,800
95
$514K 0.09%
9,950
-402
96
$508K 0.09%
4,900
97
$476K 0.09%
16,064
+692
98
$430K 0.08%
13,690
+4,315
99
$423K 0.08%
4,866
+30
100
$407K 0.07%
6,781
2 3
4
5 6