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
$560M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$7.31M
3
+$3.03M
4
CMCSA icon
Comcast
CMCSA
+$3.02M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.43M

Top Sells

1
+$7.2M
2
+$5.27M
3
+$4.09M
4
EBAY icon
eBay
EBAY
+$3.65M
5
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$3.02M

Sector Composition

1 Financials 24.54%
2 Healthcare 11.78%
3 Technology 7.86%
4 Industrials 6.72%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$399K 0.07%
15,372
-2,528
102
$395K 0.07%
2,933
103
$385K 0.07%
4,833
+837
104
$360K 0.06%
3,777
105
$348K 0.06%
6,781
+678
106
$342K 0.06%
4,018
107
$332K 0.06%
5,000
-105
108
$319K 0.06%
8,155
+1,535
109
$319K 0.06%
9,375
110
$319K 0.06%
430
111
$310K 0.06%
13,425
-930
112
$296K 0.05%
6,611
-370
113
$272K 0.05%
5,000
114
$270K 0.05%
3,192
-608
115
$264K 0.05%
+2,074
116
$262K 0.05%
2,470
-200
117
$251K 0.04%
5,000
118
$247K 0.04%
+7,910
119
$237K 0.04%
1,700
120
$232K 0.04%
8,000
121
$230K 0.04%
15,464
-14,873
122
$229K 0.04%
4,350
-500
123
$225K 0.04%
3,330
+175
124
$222K 0.04%
3,272
-475
125
$219K 0.04%
12,640
2 3 4
5
6