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
$2.17B
AUM Growth
+$933M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17.8M
3
+$17.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$17.5M
5
UNP icon
Union Pacific
UNP
+$16.1M

Top Sells

1
+$1.2M
2
+$253K
3
+$219K
4
AZO icon
AutoZone
AZO
+$213K
5
LECO icon
Lincoln Electric
LECO
+$180K

Sector Composition

1 Financials 18.25%
2 Industrials 7.72%
3 Technology 7.47%
4 Healthcare 6.38%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.35M 0.11%
52,936
+30,675
102
$2.2M 0.1%
+10,183
103
$2.13M 0.1%
+63,679
104
$2.08M 0.1%
55,742
+18,125
105
$2.08M 0.1%
50,820
+12,072
106
$2.05M 0.09%
+13,718
107
$2.04M 0.09%
+10,700
108
$2M 0.09%
31,003
-2,380
109
$1.98M 0.09%
+8,685
110
$1.96M 0.09%
+41,740
111
$1.95M 0.09%
24,289
+8,551
112
$1.9M 0.09%
+17,325
113
$1.88M 0.09%
40,063
+34,308
114
$1.88M 0.09%
43,231
+7,197
115
$1.84M 0.08%
48,817
+26,093
116
$1.82M 0.08%
10,800
-1,500
117
$1.81M 0.08%
+89,300
118
$1.79M 0.08%
+28,856
119
$1.73M 0.08%
28,635
+8,395
120
$1.73M 0.08%
+42,290
121
$1.7M 0.08%
24,812
+8,800
122
$1.69M 0.08%
+9,975
123
$1.63M 0.07%
10,621
+1,670
124
$1.62M 0.07%
+29,759
125
$1.56M 0.07%
25,078
+20,704
3 4
5
6 7