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
$3.25B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$3.9M
3
+$2.41M
4
META icon
Meta Platforms (Facebook)
META
+$1.97M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.5M

Top Sells

1
+$13M
2
+$10.7M
3
+$5.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.93M
5
ILMN icon
Illumina
ILMN
+$3.97M

Sector Composition

1 Financials 21.2%
2 Technology 17.87%
3 Consumer Discretionary 11.13%
4 Communication Services 8.13%
5 Healthcare 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.73M 0.08%
18,672
-3,637
102
$2.73M 0.08%
41,288
-12,780
103
$2.57M 0.08%
35,983
-2,469
104
$2.51M 0.08%
16,400
105
$2.51M 0.08%
68,169
-8,417
106
$2.39M 0.07%
8,875
-775
107
$2.25M 0.07%
10,901
108
$2.06M 0.06%
135,200
-800
109
$2.04M 0.06%
37,225
-2,975
110
$2.03M 0.06%
8,315
-108
111
$2.02M 0.06%
8,586
112
$2M 0.06%
5,821
-204
113
$1.94M 0.06%
44,310
+4,650
114
$1.89M 0.06%
19,770
115
$1.89M 0.06%
11,221
+252
116
$1.86M 0.06%
11,020
-20
117
$1.85M 0.06%
18,685
-7,699
118
$1.78M 0.05%
22,560
-1,500
119
$1.76M 0.05%
12,158
120
$1.74M 0.05%
26,814
+625
121
$1.59M 0.05%
23,308
+73
122
$1.57M 0.05%
31,561
-14,936
123
$1.55M 0.05%
24,965
-3,067
124
$1.55M 0.05%
7,960
+550
125
$1.54M 0.05%
26,364
-1,897
3 4
5
6 7