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
$3.18B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$5.73M
3
+$4.36M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.35M
5
BWXT icon
BWX Technologies
BWXT
+$3.21M

Top Sells

1
+$23.9M
2
+$15.6M
3
+$14.4M
4
AMZN icon
Amazon
AMZN
+$14M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.5M

Sector Composition

1 Financials 21.6%
2 Technology 16.88%
3 Consumer Discretionary 9.34%
4 Communication Services 7.78%
5 Healthcare 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.85M 0.09%
11,016
102
$2.73M 0.09%
16,400
103
$2.67M 0.08%
16,470
-100
104
$2.65M 0.08%
61,659
-197
105
$2.62M 0.08%
54,060
+3,540
106
$2.56M 0.08%
35,612
-1,958
107
$2.55M 0.08%
10,785
108
$2.5M 0.08%
24,890
-142
109
$2.5M 0.08%
7,038
110
$2.48M 0.08%
10,713
-307
111
$2.44M 0.08%
32,337
-2,950
112
$2.44M 0.08%
28,330
-1,710
113
$2.42M 0.08%
30,823
-100
114
$2.34M 0.07%
12,848
+1,210
115
$2.3M 0.07%
5,836
-5
116
$2.26M 0.07%
66,686
-2,700
117
$2.19M 0.07%
8,300
+571
118
$2.11M 0.07%
135,200
119
$1.92M 0.06%
11,396
-215
120
$1.91M 0.06%
20,040
+1,092
121
$1.87M 0.06%
28,280
+3,426
122
$1.83M 0.06%
7,623
123
$1.81M 0.06%
20,764
124
$1.79M 0.06%
34,105
-1,870
125
$1.7M 0.05%
11,589
-2,969
3 4
5
6 7