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
$3.42B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$6.79M
3
+$4.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.49M
5
BWXT icon
BWX Technologies
BWXT
+$3.42M

Top Sells

1
+$5.82M
2
+$5.25M
3
+$4.81M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$4.69M
5
AMGN icon
Amgen
AMGN
+$2.89M

Sector Composition

1 Financials 21.44%
2 Technology 16.56%
3 Consumer Discretionary 10.99%
4 Communication Services 8.73%
5 Healthcare 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.75M 0.08%
17,087
-1,585
102
$2.69M 0.08%
71,487
-12,350
103
$2.66M 0.08%
37,972
-3,316
104
$2.57M 0.08%
33,973
-3,800
105
$2.51M 0.07%
16,400
106
$2.47M 0.07%
135,200
107
$2.42M 0.07%
10,931
+30
108
$2.39M 0.07%
30,885
-5,098
109
$2.37M 0.07%
33,806
+6,992
110
$2.28M 0.07%
62,852
-5,317
111
$2.18M 0.06%
47,090
+2,780
112
$2.12M 0.06%
5,831
+10
113
$2.11M 0.06%
16,570
-2,115
114
$2.1M 0.06%
7,038
+4,438
115
$2.06M 0.06%
11,020
116
$1.95M 0.06%
37,025
-200
117
$1.94M 0.06%
11,437
+216
118
$1.94M 0.06%
12,158
119
$1.92M 0.06%
8,616
+30
120
$1.81M 0.05%
7,623
-692
121
$1.78M 0.05%
7,674
-286
122
$1.76M 0.05%
19,770
123
$1.71M 0.05%
26,649
-4,912
124
$1.61M 0.05%
24,328
+1,020
125
$1.58M 0.05%
17,548
-200
3 4
5
6 7