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
$7.15B
AUM Growth
-$755K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$15.3M
3
+$8.74M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.05M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.71M

Top Sells

1
+$18.1M
2
+$9.23M
3
+$8.5M
4
GNRC icon
Generac Holdings
GNRC
+$8.41M
5
BWXT icon
BWX Technologies
BWXT
+$7.66M

Sector Composition

1 Technology 22.53%
2 Financials 20.64%
3 Consumer Discretionary 11.23%
4 Healthcare 8.62%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.6M 0.08%
25,335
+236
102
$5.18M 0.07%
264,422
103
$5.1M 0.07%
12,625
-287
104
$5.09M 0.07%
22,526
+14
105
$4.81M 0.07%
9,038
+7
106
$4.79M 0.07%
47,135
+634
107
$4.72M 0.07%
30,412
-54,254
108
$4.71M 0.07%
112,717
-4,960
109
$4.71M 0.07%
26,436
-24
110
$4.65M 0.07%
78,583
-60
111
$3.99M 0.06%
13,501
-347
112
$3.88M 0.05%
29,991
113
$3.87M 0.05%
103,040
-6,266
114
$3.78M 0.05%
22,661
+39
115
$3.5M 0.05%
8,261
-75
116
$3.49M 0.05%
15,377
+1,489
117
$3.45M 0.05%
16,812
-1,715
118
$3.44M 0.05%
17,058
119
$3.42M 0.05%
54,899
+743
120
$3.41M 0.05%
175,160
121
$3.4M 0.05%
29,424
+297
122
$3.39M 0.05%
20,632
123
$3.38M 0.05%
34,429
-20
124
$3.24M 0.05%
46,070
+11
125
$3.23M 0.05%
67,482
3 4
5
6 7