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
$2.45B
AUM Growth
+$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$8.04M
3
+$7.32M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.81M
5
FDX icon
FedEx
FDX
+$4.76M

Top Sells

1
+$6.86M
2
+$6.63M
3
+$5.75M
4
GILD icon
Gilead Sciences
GILD
+$5.66M
5
STZ icon
Constellation Brands
STZ
+$5.6M

Sector Composition

1 Financials 21.71%
2 Technology 11.28%
3 Industrials 10.08%
4 Healthcare 9.16%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.64M 0.15%
116,618
+12,484
102
$3.59M 0.15%
14,753
-113
103
$3.27M 0.13%
117,705
-30,617
104
$3.05M 0.12%
65,100
-5,645
105
$3.01M 0.12%
21,510
-6,230
106
$2.87M 0.12%
11,112
+300
107
$2.84M 0.12%
38,518
-60
108
$2.67M 0.11%
8,893
+505
109
$2.58M 0.11%
49,950
+5,883
110
$2.58M 0.11%
59,236
-12,081
111
$2.58M 0.11%
16,132
-374
112
$2.58M 0.11%
34,401
-13,446
113
$2.52M 0.1%
160,580
-28,220
114
$2.37M 0.1%
43,724
-24,765
115
$2.35M 0.1%
12,904
116
$2.35M 0.1%
29,147
117
$2.33M 0.1%
32,217
-17,398
118
$2.24M 0.09%
42,023
+493
119
$2.23M 0.09%
51,740
-536
120
$2.19M 0.09%
51,854
121
$2.19M 0.09%
45,260
-4,064
122
$2.16M 0.09%
12,740
-7,755
123
$2.11M 0.09%
89,163
-70,788
124
$2.04M 0.08%
12,685
-5,764
125
$1.99M 0.08%
17,799
-2,558
3 4
5
6 7