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
$1.06B
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.7M
3
+$13M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$10.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$8.26M

Top Sells

1
+$1.33M
2
+$1.02M
3
+$856K
4
DD
Du Pont De Nemours E I
DD
+$558K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$51.5K

Sector Composition

1 Financials 26.33%
2 Healthcare 9.86%
3 Industrials 8.78%
4 Technology 8.44%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.94M 0.18%
26,152
+10,044
77
$1.82M 0.17%
24,950
+8,600
78
$1.8M 0.17%
18,642
+850
79
$1.7M 0.16%
37,818
+7,216
80
$1.49M 0.14%
9,071
+4,850
81
$1.48M 0.14%
27,852
-24,926
82
$1.44M 0.14%
+12,075
83
$1.39M 0.13%
9,176
+3,334
84
$1.37M 0.13%
37,408
+22,036
85
$1.33M 0.13%
5,589
-4,313
86
$1.29M 0.12%
10,739
+1,267
87
$1.26M 0.12%
33,130
+15,284
88
$1.26M 0.12%
19,764
+6,693
89
$1.22M 0.12%
8,763
+4,020
90
$1.16M 0.11%
23,706
+13,508
91
$1.07M 0.1%
40,894
+15,822
92
$1.06M 0.1%
22,261
+12,786
93
$1.04M 0.1%
16,512
+5,800
94
$928K 0.09%
+15,505
95
$896K 0.08%
2,888
+1,250
96
$858K 0.08%
12,078
+1,770
97
$847K 0.08%
+24,433
98
$840K 0.08%
52,571
+19,021
99
$821K 0.08%
23,444
+7,887
100
$815K 0.08%
+33,620
2 3
4
5 6