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
$2.17B
AUM Growth
+$933M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17.8M
3
+$17.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$17.5M
5
UNP icon
Union Pacific
UNP
+$16.1M

Top Sells

1
+$1.2M
2
+$253K
3
+$219K
4
AZO icon
AutoZone
AZO
+$213K
5
LECO icon
Lincoln Electric
LECO
+$180K

Sector Composition

1 Financials 18.25%
2 Industrials 7.72%
3 Technology 7.47%
4 Healthcare 6.38%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.55M 0.07%
14,365
-11,123
127
$1.53M 0.07%
+21,059
128
$1.52M 0.07%
6,056
+692
129
$1.46M 0.07%
12,521
+1,882
130
$1.38M 0.06%
13,800
+6,550
131
$1.37M 0.06%
24,075
+14,185
132
$1.32M 0.06%
8,500
+3,400
133
$1.32M 0.06%
53,799
+16,330
134
$1.3M 0.06%
55,020
+16,700
135
$1.29M 0.06%
+10,935
136
$1.29M 0.06%
31,009
+17,968
137
$1.29M 0.06%
26,738
+19,625
138
$1.28M 0.06%
18,362
+706
139
$1.19M 0.05%
+11,281
140
$1.17M 0.05%
33,923
+10,479
141
$1.16M 0.05%
10,565
+4,198
142
$1.12M 0.05%
7,605
+2,509
143
$1.11M 0.05%
+20,960
144
$1.07M 0.05%
+31,180
145
$1.06M 0.05%
+11,815
146
$957K 0.04%
16,135
+4,368
147
$928K 0.04%
+3,866
148
$917K 0.04%
13,606
+4,617
149
$875K 0.04%
13,358
+4,555
150
$859K 0.04%
13,781
+8,831
4 5
6
7 8