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
$550M
AUM Growth
-$9.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.15M
3
+$1.02M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$830K
5
FDX icon
FedEx
FDX
+$614K

Top Sells

1
+$24.5M
2
+$471K
3
+$395K
4
PNC icon
PNC Financial Services
PNC
+$360K
5
TD icon
Toronto Dominion Bank
TD
+$343K

Sector Composition

1 Financials 21.22%
2 Healthcare 10.94%
3 Technology 8.42%
4 Industrials 7.48%
5 Consumer Staples 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$405K 0.07%
4,833
102
$368K 0.07%
4,368
+350
103
$351K 0.06%
8,136
-7,943
104
$343K 0.06%
430
105
$341K 0.06%
10,535
-2,328
106
$337K 0.06%
8,123
-32
107
$321K 0.06%
+4,239
108
$312K 0.06%
5,092
-7,693
109
$298K 0.05%
2,215
+141
110
$294K 0.05%
7,910
111
$293K 0.05%
5,000
112
$278K 0.05%
13,275
-150
113
$277K 0.05%
4,350
114
$271K 0.05%
3,021
-171
115
$270K 0.05%
5,000
116
$266K 0.05%
14,886
-578
117
$265K 0.05%
6,611
118
$263K 0.05%
3,422
+150
119
$253K 0.05%
3,370
+40
120
$233K 0.04%
+5,800
121
$232K 0.04%
8,000
122
$225K 0.04%
1,700
123
$222K 0.04%
+4,800
124
$201K 0.04%
+2,549
125
– –
-2,108
2 3 4
5
6