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
$1.06B
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.7M
3
+$13M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$10.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$8.26M

Top Sells

1
+$1.33M
2
+$1.02M
3
+$856K
4
DD
Du Pont De Nemours E I
DD
+$558K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$51.5K

Sector Composition

1 Financials 26.33%
2 Healthcare 9.86%
3 Industrials 8.78%
4 Technology 8.44%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$773K 0.07%
6,567
+4,737
102
$740K 0.07%
10,375
+4,150
103
$707K 0.07%
9,189
+5,744
104
$694K 0.07%
18,900
+7,800
105
$693K 0.07%
7,250
+2,250
106
$691K 0.07%
8,953
+3,535
107
$652K 0.06%
7,100
108
$630K 0.06%
12,825
+4,975
109
$620K 0.06%
9,884
+3,562
110
$616K 0.06%
4,900
+3,150
111
$603K 0.06%
28,404
+15,044
112
$592K 0.06%
4,746
+1,346
113
$558K 0.05%
13,741
+3,816
114
$467K 0.04%
2,955
+405
115
$434K 0.04%
3,972
+1,325
116
$413K 0.04%
5,319
+1,557
117
$394K 0.04%
+8,144
118
$392K 0.04%
+5,590
119
$391K 0.04%
7,817
+2,217
120
$390K 0.04%
+6,930
121
$375K 0.04%
+4,150
122
$342K 0.03%
+8,505
123
$340K 0.03%
4,096
-620
124
$340K 0.03%
2,521
+804
125
$335K 0.03%
+2,741
2 3 4
5
6