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
$577M
AUM Growth
+$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.05M
3
+$960K
4
FDX icon
FedEx
FDX
+$936K
5
AMP icon
Ameriprise Financial
AMP
+$928K

Top Sells

1
+$2.47M
2
+$2.18M
3
+$860K
4
ILF icon
iShares Latin America 40 ETF
ILF
+$791K
5
GE icon
GE Aerospace
GE
+$422K

Sector Composition

1 Financials 24.18%
2 Healthcare 11.47%
3 Technology 9.34%
4 Industrials 7.29%
5 Consumer Staples 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$263K 0.05%
1,700
127
$259K 0.04%
5,000
128
$241K 0.04%
12,640
129
$231K 0.04%
4,850
-2,850
130
$228K 0.04%
8,000
131
$226K 0.04%
1,632
-20
132
$213K 0.04%
2,000
133
$211K 0.04%
3,155
-126
134
$201K 0.03%
5,800
135
– –
-11,044
136
– –
-5,600
137
– –
-6,000
138
– –
-4,225
139
– –
-26,970
2 3 4 5
6