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
$3.02B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$9.16M
3
+$1.67M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.66M
5
ROL icon
Rollins
ROL
+$1.62M

Top Sells

1
+$17.3M
2
+$13.7M
3
+$8.09M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$7.16M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.11M

Sector Composition

1 Financials 20.41%
2 Technology 18.86%
3 Consumer Discretionary 8.65%
4 Healthcare 8.27%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.12M 0.07%
25,178
+2,399
102
$2.07M 0.07%
20,054
103
$2.05M 0.07%
19,479
-720
104
$1.95M 0.06%
20,757
+150
105
$1.92M 0.06%
10,496
106
$1.82M 0.06%
7,445
107
$1.79M 0.06%
12,362
-630
108
$1.75M 0.06%
9,390
+164
109
$1.74M 0.06%
10,652
-5,396
110
$1.66M 0.05%
18,331
-723
111
$1.62M 0.05%
+37,166
112
$1.61M 0.05%
12,108
+5,333
113
$1.61M 0.05%
60,945
114
$1.58M 0.05%
18,268
+1,574
115
$1.57M 0.05%
41,775
+7,333
116
$1.57M 0.05%
26,650
117
$1.43M 0.05%
28,227
-1,200
118
$1.35M 0.04%
10,275
-300
119
$1.34M 0.04%
4,535
+2,000
120
$1.34M 0.04%
46,400
-3,500
121
$1.22M 0.04%
20,165
-340
122
$1.22M 0.04%
13,847
123
$1.18M 0.04%
77,861
124
$1.18M 0.04%
3,105
-50
125
$1.18M 0.04%
85,260
3 4
5
6 7