BIM

Bridges Investment Management Portfolio holdings

AUM $7.38B
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.82B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$50.3M
3
+$38.9M
4
LOW icon
Lowe's Companies
LOW
+$12.2M
5
SYK icon
Stryker
SYK
+$11.2M

Top Sells

1
+$60.2M
2
+$20.7M
3
+$17.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.1M
5
LMT icon
Lockheed Martin
LMT
+$13.8M

Sector Composition

1 Technology 22.8%
2 Financials 20.39%
3 Consumer Discretionary 11.14%
4 Industrials 8.6%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.16M 0.07%
103,351
+35,869
102
$5.06M 0.06%
74,012
+1,825
103
$4.95M 0.06%
11,140
-1,344
104
$4.95M 0.06%
59,002
+2,734
105
$4.94M 0.06%
29,531
+371
106
$4.89M 0.06%
26,606
-3,661
107
$4.86M 0.06%
282,996
+18,574
108
$4.84M 0.06%
5,863
-2,364
109
$4.72M 0.06%
23,815
-7
110
$4.56M 0.06%
13,505
+807
111
$4.52M 0.06%
23,264
-165
112
$4.29M 0.05%
30,739
+691
113
$4.26M 0.05%
13,418
114
$4.16M 0.05%
8,476
-100
115
$3.97M 0.05%
60,108
-3,144
116
$3.9M 0.05%
28,122
+6,960
117
$3.87M 0.05%
112,721
+6,806
118
$3.81M 0.05%
17,261
+11
119
$3.7M 0.05%
8,091
-25
120
$3.65M 0.05%
40,715
-78,445
121
$3.65M 0.05%
20,632
122
$3.56M 0.05%
40,788
+580
123
$3.56M 0.05%
9,159
+4,513
124
$3.54M 0.05%
53,380
+129
125
$3.53M 0.05%
26,388
-10,178
3 4
5
6 7