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
$1.24B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$3.12M
3
+$2.34M
4
MLM icon
Martin Marietta Materials
MLM
+$2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.86M

Top Sells

1
+$2.98M
2
+$1.83M
3
+$1.5M
4
LVLT
Level 3 Communications Inc
LVLT
+$1.48M
5
GE icon
GE Aerospace
GE
+$1.44M

Sector Composition

1 Financials 24.41%
2 Industrials 8.32%
3 Technology 7.95%
4 Healthcare 7.59%
5 Consumer Discretionary 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$513K 0.04%
10,849
+2,705
127
$503K 0.04%
2,406
+689
128
$485K 0.04%
+16,421
129
$484K 0.04%
+15,500
130
$469K 0.04%
12,280
+4,120
131
$469K 0.04%
+4,457
132
$462K 0.04%
3,947
-25
133
$443K 0.04%
+7,010
134
$423K 0.03%
+23,235
135
$417K 0.03%
+10,250
136
$412K 0.03%
4,150
137
$408K 0.03%
+5,650
138
$404K 0.03%
5,490
-100
139
$385K 0.03%
4,950
-369
140
$385K 0.03%
+3,687
141
$382K 0.03%
+3,345
142
$376K 0.03%
+6,345
143
$372K 0.03%
2,741
144
$370K 0.03%
+17,450
145
$369K 0.03%
+2,875
146
$356K 0.03%
2,471
-50
147
$352K 0.03%
9,244
+739
148
$344K 0.03%
4,153
+57
149
$343K 0.03%
2,216
+700
150
$338K 0.03%
+10,450
4 5
6
7 8