BIM

Bridges Investment Management Portfolio holdings

AUM $7.38B
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.82B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$50.3M
3
+$38.9M
4
LOW icon
Lowe's Companies
LOW
+$12.2M
5
SYK icon
Stryker
SYK
+$11.2M

Top Sells

1
+$60.2M
2
+$20.7M
3
+$17.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.1M
5
LMT icon
Lockheed Martin
LMT
+$13.8M

Sector Composition

1 Technology 22.8%
2 Financials 20.39%
3 Consumer Discretionary 11.14%
4 Industrials 8.6%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$15.4M 0.2%
262,107
+5,444
77
$15.4M 0.2%
76,196
+3,177
78
$15.1M 0.19%
131,989
+2,351
79
$14.3M 0.18%
76,933
-1,063
80
$14.2M 0.18%
147,155
-655
81
$14.1M 0.18%
704,741
82
$13.6M 0.17%
17,900
+260
83
$13.1M 0.17%
503,627
-63,858
84
$12.3M 0.16%
65,598
+715
85
$12.2M 0.16%
143,232
+3,997
86
$10.6M 0.14%
28,269
+108
87
$10.4M 0.13%
54,029
-3,667
88
$10.1M 0.13%
39,832
-1,239
89
$9.77M 0.12%
123,089
-1,032
90
$9.28M 0.12%
90,035
+3,265
91
$8.78M 0.11%
11,513
+466
92
$8.7M 0.11%
53,629
-7,859
93
$8.62M 0.11%
76,446
+862
94
$7.06M 0.09%
10,595
+6,152
95
$6.71M 0.09%
214,461
+10,723
96
$6.42M 0.08%
41,795
-64
97
$6.23M 0.08%
116,580
-531
98
$6.21M 0.08%
22,089
99
$6.05M 0.08%
25,016
-63
100
$5.63M 0.07%
46,646
-229
2 3
4
5 6