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
$2.82B
AUM Growth
-$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$4.62M
3
+$4.16M
4
ZTS icon
Zoetis
ZTS
+$3.33M
5
POOL icon
Pool Corp
POOL
+$2.25M

Top Sells

1
+$7.41M
2
+$4.38M
3
+$3.61M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.13M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.05M

Sector Composition

1 Financials 21.25%
2 Technology 17.82%
3 Healthcare 8.38%
4 Consumer Discretionary 8.12%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.16M 0.15%
6,849
-1,383
77
$4.15M 0.15%
17,262
-129
78
$3.89M 0.14%
102,578
-674
79
$3.6M 0.13%
37,605
-607
80
$3.54M 0.13%
9,512
-617
81
$3.32M 0.12%
17,331
-307
82
$3.27M 0.12%
47,269
-15,569
83
$3.27M 0.12%
11,960
-242
84
$3.2M 0.11%
21,922
-851
85
$3.11M 0.11%
58,296
-873
86
$2.96M 0.11%
6,448
-636
87
$2.69M 0.1%
22,408
-1,240
88
$2.67M 0.1%
338,055
89
$2.63M 0.09%
10,498
90
$2.59M 0.09%
78,432
91
$2.57M 0.09%
12,040
-1,600
92
$2.55M 0.09%
4,990
-270
93
$2.53M 0.09%
18,636
-3,025
94
$2.51M 0.09%
5,190
-233
95
$2.47M 0.09%
11,859
96
$2.46M 0.09%
15,804
-1,617
97
$2.43M 0.09%
57,707
-1,050
98
$2.38M 0.08%
12,577
-1,474
99
$2.25M 0.08%
16,048
-250
100
$2.25M 0.08%
5,960
-70
2 3
4
5 6