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
+$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$5.41M
3
+$2.96M
4
CHE icon
Chemed
CHE
+$1.54M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.53M

Top Sells

1
+$12.3M
2
+$10.3M
3
+$8.57M
4
ROP icon
Roper Technologies
ROP
+$6.65M
5
ABT icon
Abbott
ABT
+$5.24M

Sector Composition

1 Financials 21.16%
2 Technology 17.48%
3 Consumer Discretionary 9.51%
4 Communication Services 7.56%
5 Healthcare 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.98M 0.09%
10,788
+75
102
$2.97M 0.09%
11,119
+55
103
$2.86M 0.08%
47,845
104
$2.85M 0.08%
30,573
-250
105
$2.8M 0.08%
13,082
+234
106
$2.75M 0.08%
7,038
107
$2.75M 0.08%
10,785
108
$2.68M 0.08%
135,200
109
$2.56M 0.08%
35,612
110
$2.55M 0.07%
5,841
+5
111
$2.54M 0.07%
8,431
+131
112
$2.51M 0.07%
24,015
-875
113
$2.5M 0.07%
28,998
+668
114
$2.39M 0.07%
995
-584
115
$2.28M 0.07%
66,686
116
$2.26M 0.07%
20,368
+328
117
$2.19M 0.06%
28,888
+608
118
$2.1M 0.06%
14,470
-2,000
119
$2.08M 0.06%
11,396
120
$1.93M 0.06%
22,951
-300
121
$1.9M 0.06%
7,746
+123
122
$1.89M 0.06%
4,397
+227
123
$1.87M 0.05%
31,605
-2,500
124
$1.87M 0.05%
21,414
+650
125
$1.68M 0.05%
76,377
+32,254
3 4
5
6 7