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
$3.25B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$3.9M
3
+$2.41M
4
META icon
Meta Platforms (Facebook)
META
+$1.97M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.5M

Top Sells

1
+$13M
2
+$10.7M
3
+$5.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.93M
5
ILMN icon
Illumina
ILMN
+$3.97M

Sector Composition

1 Financials 21.2%
2 Technology 17.87%
3 Consumer Discretionary 11.13%
4 Communication Services 8.13%
5 Healthcare 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.74M 0.18%
41,233
-8,427
77
$5.64M 0.17%
46,935
-7,223
78
$5.55M 0.17%
71,054
-2,756
79
$5.52M 0.17%
114,825
-3,000
80
$5.27M 0.16%
13,993
-1,625
81
$4.7M 0.14%
+77,965
82
$4.6M 0.14%
38,196
-6,674
83
$3.97M 0.12%
96,841
-19,936
84
$3.89M 0.12%
56,784
-8,361
85
$3.86M 0.12%
72,756
-201,839
86
$3.84M 0.12%
65,380
-11,428
87
$3.83M 0.12%
85,621
-5,035
88
$3.67M 0.11%
24,123
-1,138
89
$3.44M 0.11%
40,237
-1,800
90
$3.42M 0.11%
9,632
+125
91
$3.4M 0.1%
82,376
-15,180
92
$3.27M 0.1%
346,720
93
$3.19M 0.1%
39,254
-1,830
94
$3.09M 0.1%
11,717
-646
95
$3.04M 0.09%
83,837
-4,000
96
$3.03M 0.09%
12,361
-979
97
$2.98M 0.09%
48,124
98
$2.93M 0.09%
16,638
+355
99
$2.92M 0.09%
37,773
-1,523
100
$2.87M 0.09%
14,717
2 3
4
5 6