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
$705M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$54.2M
2
+$4.08M
3
+$2.92M
4
ING icon
ING
ING
+$2.82M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.86M

Top Sells

1
+$1.11M
2
+$815K
3
+$759K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$737K
5
WFC icon
Wells Fargo
WFC
+$551K

Sector Composition

1 Financials 27.4%
2 Healthcare 8.87%
3 Industrials 7.52%
4 Technology 7.34%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$491K 0.07%
8,384
-459
102
$483K 0.07%
9,646
-2,456
103
$480K 0.07%
16,068
+600
104
$451K 0.06%
5,443
-100
105
$449K 0.06%
10,140
+3,114
106
$440K 0.06%
+9,275
107
$418K 0.06%
12,799
+4,774
108
$410K 0.06%
11,765
109
$406K 0.06%
12,560
-500
110
$391K 0.06%
4,733
111
$389K 0.06%
5,000
112
$386K 0.05%
7,850
-800
113
$370K 0.05%
+19,641
114
$340K 0.05%
430
115
$325K 0.05%
3,723
+1,028
116
$315K 0.04%
3,400
-122
117
$300K 0.04%
7,910
118
$285K 0.04%
2,780
-17
119
$266K 0.04%
+9,300
120
$263K 0.04%
2,303
-58
121
$256K 0.04%
3,345
122
$253K 0.04%
12,640
123
$253K 0.04%
4,176
124
$244K 0.03%
8,000
125
$224K 0.03%
+10,000
2 3 4
5
6