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
$1.06B
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.7M
3
+$13M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$10.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$8.26M

Top Sells

1
+$1.33M
2
+$1.02M
3
+$856K
4
DD
Du Pont De Nemours E I
DD
+$558K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$51.5K

Sector Composition

1 Financials 26.33%
2 Healthcare 9.86%
3 Industrials 8.78%
4 Technology 8.44%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$333K 0.03%
8,012
+102
127
$328K 0.03%
1,717
+641
128
$305K 0.03%
3,750
+200
129
$293K 0.03%
8,160
+160
130
$288K 0.03%
+3,685
131
$264K 0.03%
5,766
-18,694
132
$256K 0.02%
+7,576
133
$255K 0.02%
11,112
134
$243K 0.02%
+7,120
135
$238K 0.02%
400
136
$236K 0.02%
+8,000
137
$236K 0.02%
+3,038
138
$228K 0.02%
+4,235
139
$225K 0.02%
1,608
140
$221K 0.02%
+11,529
141
$219K 0.02%
2,980
+200
142
$217K 0.02%
+3,452
143
$215K 0.02%
+1,516
144
$214K 0.02%
+2,498
145
$209K 0.02%
+1,425
146
$208K 0.02%
+1,370
147
$207K 0.02%
+4,212
148
– –
-6,910
2 3 4 5
6