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
$3.42B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$6.79M
3
+$4.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.49M
5
BWXT icon
BWX Technologies
BWXT
+$3.42M

Top Sells

1
+$5.82M
2
+$5.25M
3
+$4.81M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$4.69M
5
AMGN icon
Amgen
AMGN
+$2.89M

Sector Composition

1 Financials 21.44%
2 Technology 16.56%
3 Consumer Discretionary 10.99%
4 Communication Services 8.73%
5 Healthcare 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.36M 0.19%
46,000
-935
77
$6.13M 0.18%
50,350
-818
78
$5.71M 0.17%
16,212
+2,219
79
$5.27M 0.15%
38,910
-2,323
80
$5.17M 0.15%
70,297
-757
81
$5.09M 0.15%
112,467
-2,358
82
$4.96M 0.15%
37,355
-3,582
83
$4.84M 0.14%
37,961
-235
84
$4.77M 0.14%
93,306
-3,535
85
$4.3M 0.13%
58,142
+1,358
86
$4.24M 0.12%
75,913
-6,463
87
$4.23M 0.12%
346,085
-635
88
$4.23M 0.12%
81,761
-3,860
89
$4.23M 0.12%
11,298
+2,423
90
$4.06M 0.12%
62,289
-10,467
91
$3.63M 0.11%
27,383
+3,260
92
$3.45M 0.1%
59,377
-6,003
93
$3.44M 0.1%
9,301
-331
94
$3.31M 0.1%
11,824
+107
95
$3.2M 0.09%
16,962
+324
96
$3.1M 0.09%
14,501
-216
97
$3.1M 0.09%
48,224
+100
98
$3M 0.09%
29,762
-9,492
99
$2.96M 0.09%
12,160
-201
100
$2.84M 0.08%
35,987
-4,250
2 3
4
5 6