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
$600M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.96M
3
+$1.34M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$701K
5
AMGN icon
Amgen
AMGN
+$618K

Top Sells

1
+$2.49M
2
+$2.25M
3
+$1.06M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$665K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$432K

Sector Composition

1 Financials 20.06%
2 Healthcare 10.28%
3 Industrials 8.11%
4 Technology 8.03%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21M 0.2%
37,596
+2,243
77
$1.1M 0.18%
10,726
+95
78
$934K 0.16%
7,596
-1,415
79
$867K 0.14%
34,075
-85
80
$806K 0.13%
12,722
-1,575
81
$795K 0.13%
12,746
-2,936
82
$793K 0.13%
3,310
83
$768K 0.13%
8,630
+4,230
84
$760K 0.13%
4,999
-934
85
$737K 0.12%
19,680
-1,600
86
$731K 0.12%
13,857
-3,730
87
$729K 0.12%
10,308
88
$700K 0.12%
10,457
-467
89
$677K 0.11%
4,438
+150
90
$664K 0.11%
14,570
-525
91
$664K 0.11%
24,034
92
$657K 0.11%
12,166
93
$640K 0.11%
11,737
-332
94
$559K 0.09%
5,347
-72
95
$530K 0.09%
8,843
96
$526K 0.09%
12,102
-1,700
97
$516K 0.09%
7,100
98
$473K 0.08%
15,468
99
$471K 0.08%
3,500
100
$447K 0.07%
5,543
+475
2 3
4
5 6