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
$479M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.63M
3
+$1.63M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.62M
5
GILD icon
Gilead Sciences
GILD
+$1.57M

Top Sells

1
+$1.42M
2
+$1.24M
3
+$1.17M
4
VMI icon
Valmont Industries
VMI
+$1.06M
5
WAT icon
Waters Corp
WAT
+$953K

Sector Composition

1 Financials 24.11%
2 Industrials 8.96%
3 Technology 8.8%
4 Healthcare 8.16%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$465K 0.1%
17,558
+2,185
102
$454K 0.09%
3,659
-10,000
103
$425K 0.09%
6,110
+2,200
104
$408K 0.09%
17,076
+1,104
105
$382K 0.08%
9,727
-1,297
106
$368K 0.08%
11,150
107
$367K 0.08%
+14,162
108
$343K 0.07%
12,517
-42,600
109
$329K 0.07%
6,500
110
$328K 0.07%
4,385
111
$313K 0.07%
2,800
+88
112
$300K 0.06%
4,880
+1,000
113
$281K 0.06%
6,400
114
$269K 0.06%
55
-1
115
$258K 0.05%
6,000
116
$256K 0.05%
7,440
117
$241K 0.05%
+9,342
118
$239K 0.05%
1,825
+17
119
$231K 0.05%
1,700
120
$231K 0.05%
430
121
$230K 0.05%
4,098
+134
122
$230K 0.05%
1,732
123
$224K 0.05%
3,303
124
$220K 0.05%
2,033
-8,802
125
$219K 0.05%
4,600
+250
2 3 4
5
6