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
$2.22B
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$4.5M
3
+$4.34M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.11M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.06M

Top Sells

1
+$1.46M
2
+$1.41M
3
+$877K
4
QCOM icon
Qualcomm
QCOM
+$829K
5
TWX
Time Warner Inc
TWX
+$826K

Sector Composition

1 Financials 17.89%
2 Industrials 7.96%
3 Technology 7.9%
4 Healthcare 6.43%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.67M 0.12%
13,100
+2,400
102
$2.59M 0.12%
24,386
+146
103
$2.5M 0.11%
10,800
104
$2.47M 0.11%
8,373
-155
105
$2.41M 0.11%
+45,869
106
$2.39M 0.11%
16,754
+3,036
107
$2.35M 0.11%
53,240
-2,054
108
$2.34M 0.11%
52,336
-600
109
$2.33M 0.1%
10,640
+1,955
110
$2.3M 0.1%
41,524
+2,315
111
$2.27M 0.1%
52,388
+25,650
112
$2.18M 0.1%
36,041
+7,185
113
$2.09M 0.09%
23,227
-460
114
$2.08M 0.09%
48,512
-305
115
$2.08M 0.09%
49,820
-1,000
116
$2.08M 0.09%
28,375
-260
117
$2.06M 0.09%
24,109
-180
118
$2.02M 0.09%
45,996
+2,765
119
$1.98M 0.09%
41,530
-760
120
$1.93M 0.09%
54,787
-955
121
$1.91M 0.09%
16,625
-700
122
$1.82M 0.08%
9,935
-40
123
$1.77M 0.08%
40,250
-1,490
124
$1.75M 0.08%
38,948
-1,115
125
$1.74M 0.08%
+16,482
3 4
5
6 7