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
$1.24B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$3.12M
3
+$2.34M
4
MLM icon
Martin Marietta Materials
MLM
+$2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.86M

Top Sells

1
+$2.98M
2
+$1.83M
3
+$1.5M
4
LVLT
Level 3 Communications Inc
LVLT
+$1.48M
5
GE icon
GE Aerospace
GE
+$1.44M

Sector Composition

1 Financials 24.41%
2 Industrials 8.32%
3 Technology 7.95%
4 Healthcare 7.59%
5 Consumer Discretionary 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$861K 0.07%
23,444
102
$857K 0.07%
12,078
103
$829K 0.07%
18,900
104
$803K 0.06%
5,096
+350
105
$798K 0.06%
5,100
+200
106
$768K 0.06%
6,367
-200
107
$765K 0.06%
11,519
+1,635
108
$738K 0.06%
7,100
109
$737K 0.06%
+7,533
110
$729K 0.06%
8,989
-200
111
$713K 0.06%
10,575
+200
112
$708K 0.06%
7,250
113
$657K 0.05%
+42,321
114
$657K 0.05%
+5,892
115
$646K 0.05%
11,767
+3,950
116
$642K 0.05%
46,471
-6,100
117
$639K 0.05%
+5,625
118
$639K 0.05%
8,803
-150
119
$579K 0.05%
9,890
+2,960
120
$574K 0.05%
27,805
-599
121
$568K 0.05%
11,825
-1,000
122
$563K 0.05%
+6,150
123
$558K 0.04%
13,041
-700
124
$541K 0.04%
3,261
+306
125
$526K 0.04%
+20,550
3 4
5
6 7