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
$600M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.96M
3
+$1.34M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$701K
5
AMGN icon
Amgen
AMGN
+$618K

Top Sells

1
+$2.49M
2
+$2.25M
3
+$1.06M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$665K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$432K

Sector Composition

1 Financials 20.06%
2 Healthcare 10.28%
3 Industrials 8.11%
4 Technology 8.03%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$444K 0.07%
8,650
-300
102
$413K 0.07%
10,935
103
$410K 0.07%
4,733
-100
104
$410K 0.07%
13,060
-215
105
$374K 0.06%
11,765
106
$348K 0.06%
5,000
107
$339K 0.06%
8,123
108
$330K 0.06%
430
109
$312K 0.05%
3,522
110
$309K 0.05%
7,026
111
$308K 0.05%
13,329
-577
112
$303K 0.05%
7,910
113
$298K 0.05%
2,361
-67
114
$278K 0.05%
5,000
115
$252K 0.04%
3,867
116
$252K 0.04%
3,949
117
$248K 0.04%
3,345
118
$247K 0.04%
2,797
-112
119
$244K 0.04%
4,800
120
$243K 0.04%
8,000
121
$241K 0.04%
2,695
122
$228K 0.04%
4,176
123
$223K 0.04%
8,025
+450
124
$220K 0.04%
+12,640
125
$212K 0.04%
5,800
2 3 4
5
6