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
$6.93B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$13.8M
3
+$13.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.2M

Top Sells

1
+$32.9M
2
+$12.7M
3
+$10M
4
AAPL icon
Apple
AAPL
+$9.96M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$7.19M

Sector Composition

1 Financials 22.94%
2 Technology 20%
3 Consumer Discretionary 10.41%
4 Healthcare 9.17%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14.2M 0.21%
263,215
+2,191
77
$14.1M 0.2%
41,463
+39,358
78
$13.2M 0.19%
100,595
+30,204
79
$12.9M 0.19%
123,257
+5,596
80
$12.6M 0.18%
121,052
-4
81
$12.5M 0.18%
146,724
-2,455
82
$12.4M 0.18%
48,138
+1,627
83
$12.4M 0.18%
74,698
-5,914
84
$11.6M 0.17%
138,824
+14,859
85
$11.5M 0.17%
67,257
+1,915
86
$11.1M 0.16%
567,485
87
$10.9M 0.16%
17,892
+280
88
$10.8M 0.16%
704,741
89
$10.3M 0.15%
64,882
-5,352
90
$9.1M 0.13%
76,478
-749
91
$9.02M 0.13%
10,924
-540
92
$8.49M 0.12%
124,214
-6,431
93
$7.68M 0.11%
28,236
-218
94
$7.64M 0.11%
87,068
-5,321
95
$7.4M 0.11%
33,366
+450
96
$7.27M 0.1%
42,655
-1,127
97
$6.57M 0.09%
192,363
98
$6.5M 0.09%
21,201
-276
99
$5.93M 0.09%
33,018
-4,380
100
$5.07M 0.07%
116,050
+3,333
2 3
4
5 6