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
$705M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$54.2M
2
+$4.08M
3
+$2.92M
4
ING icon
ING
ING
+$2.82M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.86M

Top Sells

1
+$1.11M
2
+$815K
3
+$759K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$737K
5
WFC icon
Wells Fargo
WFC
+$551K

Sector Composition

1 Financials 27.4%
2 Healthcare 8.87%
3 Industrials 7.52%
4 Technology 7.34%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.45M 0.21%
34,952
-1,325
77
$1.35M 0.19%
20,641
-216
78
$1.28M 0.18%
33,277
+1,500
79
$1.17M 0.17%
17,701
+425
80
$1.02M 0.15%
9,726
-1,000
81
$963K 0.14%
13,764
+1,018
82
$907K 0.13%
13,004
+282
83
$882K 0.13%
13,745
-11,825
84
$846K 0.12%
10,725
+2,095
85
$837K 0.12%
32,850
-1,225
86
$827K 0.12%
3,310
87
$780K 0.11%
10,308
88
$759K 0.11%
4,780
-219
89
$734K 0.1%
12,554
+388
90
$718K 0.1%
4,488
+50
91
$712K 0.1%
14,176
+319
92
$712K 0.1%
14,570
93
$696K 0.1%
6,071
-1,525
94
$650K 0.09%
5,624
+277
95
$643K 0.09%
17,735
+6,800
96
$638K 0.09%
23,584
-450
97
$625K 0.09%
11,220
-517
98
$574K 0.08%
7,823
-2,634
99
$550K 0.08%
7,100
100
$493K 0.07%
3,500
2 3
4
5 6