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
$2.17B
AUM Growth
+$933M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17.8M
3
+$17.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$17.5M
5
UNP icon
Union Pacific
UNP
+$16.1M

Top Sells

1
+$1.2M
2
+$253K
3
+$219K
4
AZO icon
AutoZone
AZO
+$213K
5
LECO icon
Lincoln Electric
LECO
+$180K

Sector Composition

1 Financials 18.25%
2 Industrials 7.72%
3 Technology 7.47%
4 Healthcare 6.38%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.63M 0.21%
44,542
+40,855
77
$4.6M 0.21%
88,470
+11,852
78
$4.5M 0.21%
+21,045
79
$4.38M 0.2%
28,976
+26,505
80
$4.14M 0.19%
139,542
+19,362
81
$4.08M 0.19%
62,962
+11,260
82
$4.07M 0.19%
+61,035
83
$4.01M 0.18%
19,361
+10,311
84
$3.85M 0.18%
47,847
+6,428
85
$3.57M 0.16%
+63,156
86
$3.17M 0.15%
+238,541
87
$3.16M 0.15%
+23,095
88
$3.09M 0.14%
62,991
+44,091
89
$3.04M 0.14%
45,700
+1,784
90
$2.96M 0.14%
+45,202
91
$2.96M 0.14%
30,161
+22,628
92
$2.88M 0.13%
8,528
+5,640
93
$2.85M 0.13%
54,746
+17,486
94
$2.72M 0.13%
+22,305
95
$2.54M 0.12%
33,704
+5,876
96
$2.54M 0.12%
24,240
+4,176
97
$2.53M 0.12%
55,294
+44,445
98
$2.48M 0.11%
39,209
+19,095
99
$2.47M 0.11%
11,669
+9,263
100
$2.37M 0.11%
23,687
+21,375
2 3
4
5 6