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
$2.62B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.31M
3
+$4.25M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.41M
5
CRM icon
Salesforce
CRM
+$3.39M

Top Sells

1
+$11.5M
2
+$6.65M
3
+$6.35M
4
FDX icon
FedEx
FDX
+$4.72M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.31M

Sector Composition

1 Financials 22.91%
2 Technology 13.06%
3 Industrials 9.66%
4 Consumer Discretionary 8.58%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.74M 0.26%
644,720
-108,224
77
$6.53M 0.25%
159,710
+400
78
$6.4M 0.24%
156,513
-11,773
79
$6.2M 0.24%
48,011
+3,032
80
$6.01M 0.23%
137,602
-89,665
81
$5.94M 0.23%
20,610
-295
82
$5.8M 0.22%
41,719
-684
83
$5.45M 0.21%
37,057
-2,841
84
$5.44M 0.21%
137,418
-2,241
85
$5.27M 0.2%
69,060
-1,498
86
$5.15M 0.2%
55,723
87
$5.14M 0.2%
63,364
+53,155
88
$5.11M 0.19%
247,302
89
$4.74M 0.18%
86,080
-2,135
90
$4.64M 0.18%
159,112
-7,399
91
$4.58M 0.17%
48,781
-580
92
$4.45M 0.17%
60,494
-790
93
$4.19M 0.16%
122,799
-17,377
94
$4.1M 0.16%
10,509
+1,145
95
$4.01M 0.15%
66,657
+4,189
96
$3.84M 0.15%
15,557
+261
97
$3.82M 0.15%
25,725
+22,825
98
$3.7M 0.14%
71,811
-1,172
99
$3.7M 0.14%
114,322
-1,033
100
$3.68M 0.14%
67,541
-167
2 3
4
5 6