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
$2.22B
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$4.5M
3
+$4.34M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.11M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.06M

Top Sells

1
+$1.46M
2
+$1.41M
3
+$877K
4
QCOM icon
Qualcomm
QCOM
+$829K
5
TWX
Time Warner Inc
TWX
+$826K

Sector Composition

1 Financials 17.89%
2 Industrials 7.96%
3 Technology 7.9%
4 Healthcare 6.43%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.83M 0.22%
43,812
-730
77
$4.67M 0.21%
59,886
-1,706
78
$4.34M 0.2%
+49,055
79
$4.25M 0.19%
86,966
-885
80
$4.19M 0.19%
172,826
-14,263
81
$4.17M 0.19%
64,321
-875
82
$4.11M 0.19%
+49,295
83
$4.08M 0.18%
60,903
-2,059
84
$4.04M 0.18%
67,925
+4,769
85
$4.03M 0.18%
81,168
+18,177
86
$4.01M 0.18%
140,367
+825
87
$4M 0.18%
60,404
-631
88
$3.91M 0.18%
20,960
-295
89
$3.79M 0.17%
47,525
+1,825
90
$3.78M 0.17%
243,224
+4,683
91
$3.71M 0.17%
46,955
-892
92
$3.6M 0.16%
+114,560
93
$3.5M 0.16%
35,013
+4,852
94
$3.03M 0.14%
90,697
+27,018
95
$3.02M 0.14%
12,903
+1,234
96
$3.01M 0.14%
52,571
+7,369
97
$3M 0.14%
12,315
+2,132
98
$2.92M 0.13%
58,746
+4,000
99
$2.9M 0.13%
22,830
-265
100
$2.76M 0.12%
33,772
+68
2 3
4
5 6