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
$444M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$719K
2
+$680K
3
+$615K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$572K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$552K

Top Sells

1
+$669K
2
+$559K
3
+$544K
4
PNC icon
PNC Financial Services
PNC
+$445K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$356K

Sector Composition

1 Financials 23.64%
2 Technology 9.56%
3 Industrials 9.29%
4 Healthcare 7.32%
5 Consumer Staples 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$388K 0.09%
13,346
-1,633
102
$359K 0.08%
11,150
103
$342K 0.08%
15,972
+400
104
$336K 0.08%
6,500
-975
105
$328K 0.07%
5,696
-5,676
106
$323K 0.07%
2,712
+50
107
$314K 0.07%
4,385
108
$308K 0.07%
3,830
-165
109
$304K 0.07%
7,440
110
$287K 0.06%
56
-109
111
$287K 0.06%
3,910
+65
112
$262K 0.06%
6,400
+900
113
$257K 0.06%
6,000
114
$246K 0.06%
6,965
+200
115
$235K 0.05%
+1,808
116
$234K 0.05%
+3,303
117
$233K 0.05%
+3,105
118
$230K 0.05%
1,700
119
$227K 0.05%
+4,350
120
$222K 0.05%
3,880
-60
121
$221K 0.05%
1,732
-73
122
$214K 0.05%
3,964
123
$210K 0.05%
+5,450
124
$206K 0.05%
+430
125
$177K 0.04%
10,000
2 3 4
5
6