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
$600M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.96M
3
+$1.34M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$701K
5
AMGN icon
Amgen
AMGN
+$618K

Top Sells

1
+$2.49M
2
+$2.25M
3
+$1.06M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$665K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$432K

Sector Composition

1 Financials 20.06%
2 Healthcare 10.28%
3 Industrials 8.11%
4 Technology 8.03%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$208K 0.03%
+1,400
127
$201K 0.03%
3,140
128
$84K 0.01%
+15,000
129
$72K 0.01%
+14,050
130
– –
-44,690
131
– –
-5,524
132
– –
-24,845
2 3 4 5
6