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
$7.15B
AUM Growth
-$755K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$15.3M
3
+$8.74M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.05M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.71M

Top Sells

1
+$18.1M
2
+$9.23M
3
+$8.5M
4
GNRC icon
Generac Holdings
GNRC
+$8.41M
5
BWXT icon
BWX Technologies
BWXT
+$7.66M

Sector Composition

1 Technology 22.53%
2 Financials 20.64%
3 Consumer Discretionary 11.23%
4 Healthcare 8.62%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14.2M 0.2%
134,235
-1,537
77
$13.2M 0.18%
149,179
-150
78
$12.3M 0.17%
46,511
+43
79
$12.1M 0.17%
261,024
-3,641
80
$11.7M 0.16%
80,612
-4,359
81
$11.2M 0.16%
17,612
-608
82
$11.1M 0.15%
65,342
-3,105
83
$10.5M 0.15%
49,405
+5,066
84
$10.4M 0.15%
123,965
+3,845
85
$9.94M 0.14%
704,741
86
$9.64M 0.13%
70,391
+63,792
87
$9.44M 0.13%
28,454
-1,716
88
$9.3M 0.13%
8,413
-4,324
89
$9.22M 0.13%
130,645
90
$8.89M 0.12%
567,485
-15,000
91
$8.85M 0.12%
11,464
-381
92
$8.45M 0.12%
70,234
+32
93
$8.35M 0.12%
92,389
+9,162
94
$8.31M 0.12%
77,227
-82
95
$7.91M 0.11%
32,916
+13
96
$7.34M 0.1%
43,782
+1,407
97
$7.01M 0.1%
37,398
-622
98
$6.92M 0.1%
21,477
+189
99
$6.03M 0.08%
192,363
100
$5.89M 0.08%
59,189
-1,125
2 3
4
5 6