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
$1.24B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$3.12M
3
+$2.34M
4
MLM icon
Martin Marietta Materials
MLM
+$2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.86M

Top Sells

1
+$2.98M
2
+$1.83M
3
+$1.5M
4
LVLT
Level 3 Communications Inc
LVLT
+$1.48M
5
GE icon
GE Aerospace
GE
+$1.44M

Sector Composition

1 Financials 24.41%
2 Industrials 8.32%
3 Technology 7.95%
4 Healthcare 7.59%
5 Consumer Discretionary 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.25M 0.18%
20,867
+2,225
77
$2.14M 0.17%
27,828
+1,676
78
$2.09M 0.17%
27,715
+2,765
79
$2M 0.16%
+9,050
80
$1.86M 0.15%
37,617
-4,340
81
$1.86M 0.15%
+40,445
82
$1.83M 0.15%
+12,300
83
$1.83M 0.15%
13,395
+1,320
84
$1.72M 0.14%
37,260
+4,130
85
$1.65M 0.13%
36,034
-1,784
86
$1.52M 0.12%
8,951
-225
87
$1.51M 0.12%
38,748
+1,340
88
$1.37M 0.11%
5,364
-225
89
$1.27M 0.1%
15,738
+12,700
90
$1.24M 0.1%
10,639
-100
91
$1.23M 0.1%
20,114
+350
92
$1.23M 0.1%
17,656
+2,151
93
$1.21M 0.1%
8,267
-496
94
$1.11M 0.09%
16,012
-500
95
$1.09M 0.09%
20,240
-3,466
96
$1.06M 0.09%
22,261
97
$993K 0.08%
37,469
-3,425
98
$985K 0.08%
38,320
+4,700
99
$927K 0.07%
2,888
100
$874K 0.07%
22,724
-1,709
2 3
4
5 6