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
$577M
AUM Growth
+$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.05M
3
+$960K
4
FDX icon
FedEx
FDX
+$936K
5
AMP icon
Ameriprise Financial
AMP
+$928K

Top Sells

1
+$2.47M
2
+$2.18M
3
+$860K
4
ILF icon
iShares Latin America 40 ETF
ILF
+$791K
5
GE icon
GE Aerospace
GE
+$422K

Sector Composition

1 Financials 24.18%
2 Healthcare 11.47%
3 Technology 9.34%
4 Industrials 7.29%
5 Consumer Staples 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$484K 0.08%
14,213
+449
102
$477K 0.08%
14,184
+12
103
$464K 0.08%
11,052
+500
104
$464K 0.08%
4,492
+433
105
$456K 0.08%
3,808
-900
106
$439K 0.08%
17,900
+732
107
$412K 0.07%
7,630
+870
108
$393K 0.07%
5,105
109
$376K 0.07%
2,933
110
$375K 0.07%
12,319
+1,361
111
$361K 0.06%
3,777
112
$348K 0.06%
9,159
-3,356
113
$339K 0.06%
4,018
+1,000
114
$318K 0.06%
2,670
115
$317K 0.06%
3,747
-10,165
116
$312K 0.05%
9,375
117
$306K 0.05%
5,309
-30
118
$304K 0.05%
3,800
+225
119
$298K 0.05%
3,996
120
$296K 0.05%
5,000
-1,500
121
$287K 0.05%
6,981
+250
122
$287K 0.05%
430
123
$277K 0.05%
6,620
124
$274K 0.05%
6,103
+203
125
$263K 0.05%
4,575
+100
2 3 4
5
6