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
$6.93B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$13.8M
3
+$13.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.2M

Top Sells

1
+$32.9M
2
+$12.7M
3
+$10M
4
AAPL icon
Apple
AAPL
+$9.96M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$7.19M

Sector Composition

1 Financials 22.94%
2 Technology 20%
3 Consumer Discretionary 10.41%
4 Healthcare 9.17%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.07M 0.07%
56,446
-2,743
102
$5.05M 0.07%
25,335
103
$4.92M 0.07%
264,422
104
$4.74M 0.07%
22,363
-163
105
$4.52M 0.07%
26,436
106
$4.48M 0.06%
72,640
-5,943
107
$4.34M 0.06%
46,753
-382
108
$4.3M 0.06%
8,886
-152
109
$4.17M 0.06%
3,147
-5,266
110
$4M 0.06%
17,258
+200
111
$3.86M 0.06%
29,135
-289
112
$3.82M 0.06%
8,141
-120
113
$3.79M 0.05%
30,048
+57
114
$3.68M 0.05%
61,342
115
$3.67M 0.05%
51,201
-3,698
116
$3.61M 0.05%
67,482
117
$3.55M 0.05%
175,160
118
$3.37M 0.05%
13,008
+383
119
$3.34M 0.05%
14,579
-798
120
$3.15M 0.05%
16,548
-280
121
$3.14M 0.05%
22,461
-200
122
$3.12M 0.04%
20,632
123
$3.08M 0.04%
5,223
-240
124
$3.07M 0.04%
83,319
-19,721
125
$3.06M 0.04%
15,248
3 4
5
6 7