BIM

Bridges Investment Management Portfolio holdings

AUM $7.88B
1-Year Est. Return 18.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$560M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.95M
3
+$3.23M
4
PYPL icon
PayPal
PYPL
+$2.95M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.43M

Top Sells

1
+$6.81M
2
+$5.27M
3
+$4.36M
4
EBAY icon
eBay
EBAY
+$3.65M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.04M

Sector Composition

1 Financials 24.54%
2 Healthcare 11.78%
3 Technology 7.86%
4 Industrials 6.72%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$216K 0.04%
2,108
-1,700
127
$207K 0.04%
2,000
128
$200K 0.04%
2,603
-4,000
129
– –
-5,309
130
– –
-1,632
131
– –
-4,975
132
– –
-14,184
133
– –
-14,213
134
– –
-60,645
135
– –
-43,592
136
– –
-5,800
137
– –
-4,575
138
– –
-14,952
139
– –
-56,809
140
– –
-50,345
2 3 4 5
6