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
$2.62B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.31M
3
+$4.25M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.41M
5
CRM icon
Salesforce
CRM
+$3.39M

Top Sells

1
+$11.5M
2
+$6.65M
3
+$6.35M
4
FDX icon
FedEx
FDX
+$4.72M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.31M

Sector Composition

1 Financials 22.91%
2 Technology 13.06%
3 Industrials 9.66%
4 Consumer Discretionary 8.58%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.65M 0.14%
14,558
+11,788
102
$3.57M 0.14%
116,360
-495
103
$3.27M 0.12%
58,485
-7,594
104
$3.08M 0.12%
40,956
-670
105
$2.93M 0.11%
31,430
+283
106
$2.88M 0.11%
56,844
+13,411
107
$2.75M 0.1%
22,956
+428
108
$2.65M 0.1%
15,701
-131
109
$2.56M 0.1%
25,150
110
$2.54M 0.1%
43,524
-1,800
111
$2.49M 0.09%
32,195
+22,089
112
$2.45M 0.09%
15,175
+335
113
$2.43M 0.09%
33,401
-250
114
$2.43M 0.09%
43,572
+1,092
115
$2.43M 0.09%
49,509
116
$2.42M 0.09%
22,316
+290
117
$2.41M 0.09%
11,112
118
$2.36M 0.09%
81,278
+2,756
119
$2.33M 0.09%
35,307
+413
120
$2.3M 0.09%
160,580
121
$2.29M 0.09%
38,724
+7,139
122
$2.29M 0.09%
13,665
+611
123
$2.21M 0.08%
13,290
124
$2.17M 0.08%
29,320
125
$2.12M 0.08%
51,679
-175
3 4
5
6 7