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
$2.45B
AUM Growth
+$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$8.04M
3
+$7.32M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.81M
5
FDX icon
FedEx
FDX
+$4.76M

Top Sells

1
+$6.86M
2
+$6.63M
3
+$5.75M
4
GILD icon
Gilead Sciences
GILD
+$5.66M
5
STZ icon
Constellation Brands
STZ
+$5.6M

Sector Composition

1 Financials 21.71%
2 Technology 11.28%
3 Industrials 10.08%
4 Healthcare 9.16%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.2M 0.29%
167,798
+15,075
77
$7.17M 0.29%
88,450
-7,249
78
$7.12M 0.29%
32,022
+17,205
79
$6.15M 0.25%
107,903
-7,536
80
$6.01M 0.25%
134,173
+40,198
81
$5.66M 0.23%
41,968
+236
82
$5.65M 0.23%
140,196
-12,442
83
$5.3M 0.22%
34,043
+21,854
84
$5.23M 0.21%
65,135
-3,136
85
$5.22M 0.21%
48,547
-4,626
86
$5.18M 0.21%
40,433
-2,990
87
$4.93M 0.2%
55,723
+6,120
88
$4.75M 0.19%
88,506
-200
89
$4.62M 0.19%
43,593
+1,156
90
$4.62M 0.19%
167,311
-1,555
91
$4.56M 0.19%
140,367
-3,822
92
$4.36M 0.18%
63,590
-13,287
93
$4.17M 0.17%
49,554
-2,224
94
$4.16M 0.17%
243,224
95
$4.05M 0.17%
62,335
-87,042
96
$3.97M 0.16%
+98,100
97
$3.92M 0.16%
72,970
-370
98
$3.84M 0.16%
26,201
-4,565
99
$3.71M 0.15%
68,724
-4,440
100
$3.68M 0.15%
60,667
+5,827
2 3
4
5 6