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
$550M
AUM Growth
-$9.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.09M
3
+$970K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$769K
5
UNP icon
Union Pacific
UNP
+$526K

Top Sells

1
+$22.9M
2
+$448K
3
+$395K
4
PNC icon
PNC Financial Services
PNC
+$360K
5
TD icon
Toronto Dominion Bank
TD
+$307K

Sector Composition

1 Financials 21.22%
2 Healthcare 10.94%
3 Technology 8.42%
4 Industrials 7.48%
5 Consumer Staples 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,000
127
– –
-2,603
128
– –
-3,777
129
– –
-12,640
130
– –
-2,470
131
– –
-2,933
132
– –
-2,108
2 3 4 5
6