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
$3.02B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$9.16M
3
+$1.67M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.66M
5
ROL icon
Rollins
ROL
+$1.62M

Top Sells

1
+$17.3M
2
+$13.7M
3
+$8.09M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$7.16M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.11M

Sector Composition

1 Financials 20.41%
2 Technology 18.86%
3 Consumer Discretionary 8.65%
4 Healthcare 8.27%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.13M 0.14%
102,723
+145
77
$3.95M 0.13%
16,948
-314
78
$3.88M 0.13%
9,443
-69
79
$3.77M 0.12%
34,697
-2,908
80
$3.69M 0.12%
25,184
+3,262
81
$3.56M 0.12%
11,901
-59
82
$3.53M 0.12%
45,398
-1,871
83
$3.48M 0.12%
5,979
-469
84
$3.43M 0.11%
65,295
+6,999
85
$3.34M 0.11%
77,182
-1,250
86
$3.33M 0.11%
6,345
-504
87
$3.13M 0.1%
26,927
-61,553
88
$3.12M 0.1%
7,802
+1,842
89
$2.9M 0.1%
338,055
90
$2.89M 0.1%
18,636
91
$2.82M 0.09%
11,715
-325
92
$2.77M 0.09%
4,436
-554
93
$2.75M 0.09%
11,829
-30
94
$2.69M 0.09%
10,835
+337
95
$2.68M 0.09%
12,577
96
$2.67M 0.09%
4,889
-301
97
$2.39M 0.08%
17,941
+5,161
98
$2.37M 0.08%
58,790
+1,083
99
$2.32M 0.08%
33,731
-200,015
100
$2.22M 0.07%
17,342
+5,666
2 3
4
5 6