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
$2.82B
AUM Growth
-$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$4.62M
3
+$4.16M
4
ZTS icon
Zoetis
ZTS
+$3.33M
5
POOL icon
Pool Corp
POOL
+$2.25M

Top Sells

1
+$7.41M
2
+$4.38M
3
+$3.61M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.13M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.05M

Sector Composition

1 Financials 21.25%
2 Technology 17.82%
3 Healthcare 8.38%
4 Consumer Discretionary 8.12%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.14M 0.08%
20,199
102
$1.92M 0.07%
7,445
-25
103
$1.85M 0.07%
9,226
+4,413
104
$1.83M 0.07%
20,607
-1,211
105
$1.79M 0.06%
20,054
-840
106
$1.71M 0.06%
10,496
107
$1.7M 0.06%
35,759
-10,559
108
$1.67M 0.06%
60,945
109
$1.66M 0.06%
49,900
-2,464
110
$1.64M 0.06%
22,779
-450
111
$1.58M 0.06%
29,427
-990
112
$1.57M 0.06%
9,021
-712
113
$1.54M 0.05%
19,054
-500
114
$1.49M 0.05%
26,650
-50
115
$1.44M 0.05%
12,992
-6,839
116
$1.43M 0.05%
12,780
+451
117
$1.28M 0.05%
11,676
+432
118
$1.24M 0.04%
8,600
+1,010
119
$1.22M 0.04%
+16,694
120
$1.2M 0.04%
85,260
121
$1.19M 0.04%
77,861
122
$1.17M 0.04%
20,505
123
$1.12M 0.04%
34,442
-1,650
124
$1.07M 0.04%
15,570
-50
125
$1.06M 0.04%
16,993
-223
3 4
5
6 7