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
$379M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$19.4M
3
+$17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$12.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.14%
2 Technology 9.09%
3 Industrials 8.61%
4 Healthcare 6.54%
5 Consumer Staples 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$343K 0.09%
+11,150
102
$316K 0.08%
+15,500
103
$278K 0.07%
+13,172
104
$278K 0.07%
+8,145
105
$267K 0.07%
+6,210
106
$265K 0.07%
+6,000
107
$250K 0.07%
+4,482
108
$248K 0.07%
+7,440
109
$242K 0.06%
+5,500
110
$240K 0.06%
+8,981
111
$232K 0.06%
+3,563
112
$218K 0.06%
+6,350
113
$210K 0.06%
+1,900
114
$205K 0.05%
+3,664
1 2 3 4
5