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
$3.18B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$5.73M
3
+$4.36M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.35M
5
BWXT icon
BWX Technologies
BWXT
+$3.21M

Top Sells

1
+$23.9M
2
+$15.6M
3
+$14.4M
4
AMZN icon
Amazon
AMZN
+$14M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.5M

Sector Composition

1 Financials 21.6%
2 Technology 16.88%
3 Consumer Discretionary 9.34%
4 Communication Services 7.78%
5 Healthcare 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.15M 0.19%
41,175
-3,100
77
$5.96M 0.19%
106,490
-34,897
78
$5.88M 0.19%
27,667
+115
79
$5.73M 0.18%
+12,321
80
$5.23M 0.16%
36,038
-879
81
$5.06M 0.16%
36,214
-743
82
$5.01M 0.16%
346,085
83
$4.79M 0.15%
63,750
-1,425
84
$4.39M 0.14%
74,621
+343
85
$4.38M 0.14%
94,230
-9,600
86
$4.36M 0.14%
55,739
-16
87
$4.18M 0.13%
76,778
-675
88
$4.05M 0.13%
89,023
-700
89
$3.99M 0.13%
19,149
-16,560
90
$3.89M 0.12%
29,266
+131
91
$3.75M 0.12%
1,579
-3,162
92
$3.74M 0.12%
11,173
93
$3.63M 0.11%
18,142
+155
94
$3.44M 0.11%
9,974
+480
95
$3.39M 0.11%
11,557
-15
96
$3.35M 0.11%
25,945
-480
97
$3.13M 0.1%
14,326
-175
98
$2.96M 0.09%
47,845
-494
99
$2.95M 0.09%
54,684
-2,768
100
$2.92M 0.09%
11,064
+148
2 3
4
5 6