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
$2.22B
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$4.5M
3
+$4.34M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.11M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.06M

Top Sells

1
+$1.46M
2
+$1.41M
3
+$877K
4
QCOM icon
Qualcomm
QCOM
+$829K
5
TWX
Time Warner Inc
TWX
+$826K

Sector Composition

1 Financials 17.89%
2 Industrials 7.96%
3 Technology 7.9%
4 Healthcare 6.43%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.72M 0.08%
24,941
+129
127
$1.72M 0.08%
26,343
-4,660
128
$1.72M 0.08%
62,022
+8,223
129
$1.66M 0.07%
14,265
-100
130
$1.54M 0.07%
20,954
-105
131
$1.53M 0.07%
63,280
+8,260
132
$1.53M 0.07%
88,600
-700
133
$1.53M 0.07%
28,834
-925
134
$1.52M 0.07%
23,698
-1,380
135
$1.45M 0.07%
6,556
+500
136
$1.42M 0.06%
24,475
+400
137
$1.41M 0.06%
10,621
138
$1.38M 0.06%
33,923
139
$1.36M 0.06%
17,725
-637
140
$1.34M 0.06%
4,631
+765
141
$1.32M 0.06%
10,840
-95
142
$1.32M 0.06%
16,193
+10,568
143
$1.31M 0.06%
11,241
-40
144
$1.28M 0.06%
13,730
-70
145
$1.26M 0.06%
30,795
-214
146
$1.19M 0.05%
20,460
-500
147
$1.15M 0.05%
8,200
-300
148
$1.14M 0.05%
10,835
+270
149
$1.11M 0.05%
17,692
+3,911
150
$1.1M 0.05%
15,835
-300
4 5
6
7 8