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
+$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$5.41M
3
+$2.96M
4
CHE icon
Chemed
CHE
+$1.54M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.53M

Top Sells

1
+$12.3M
2
+$10.3M
3
+$8.57M
4
ROP icon
Roper Technologies
ROP
+$6.65M
5
ABT icon
Abbott
ABT
+$5.24M

Sector Composition

1 Financials 21.16%
2 Technology 17.48%
3 Consumer Discretionary 9.51%
4 Communication Services 7.56%
5 Healthcare 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.7M 0.17%
34,816
-1,398
77
$5.58M 0.16%
110,824
+4,334
78
$5.06M 0.15%
25,121
-4,765
79
$5.04M 0.15%
37,736
+8,470
80
$4.91M 0.14%
80,261
+5,640
81
$4.89M 0.14%
58,962
+3,223
82
$4.88M 0.14%
77,068
+290
83
$4.82M 0.14%
346,085
84
$4.76M 0.14%
26,040
+95
85
$4.68M 0.14%
45,056
-118,510
86
$4.6M 0.13%
59,995
-3,755
87
$4.52M 0.13%
93,780
-450
88
$4.46M 0.13%
18,100
-42
89
$4.22M 0.12%
17,974
-1,175
90
$4.18M 0.12%
88,323
-700
91
$4.03M 0.12%
11,628
+71
92
$3.99M 0.12%
23,075
-18,100
93
$3.88M 0.11%
11,016
94
$3.88M 0.11%
58,290
+4,230
95
$3.8M 0.11%
11,073
-100
96
$3.7M 0.11%
22,289
-61,966
97
$3.6M 0.11%
60,900
-759
98
$3.52M 0.1%
9,913
-61
99
$3.44M 0.1%
66,289
+11,605
100
$3.21M 0.09%
14,226
-100
2 3
4
5 6