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
$2.45B
AUM Growth
+$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$8.04M
3
+$7.32M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.81M
5
FDX icon
FedEx
FDX
+$4.76M

Top Sells

1
+$6.86M
2
+$6.63M
3
+$5.75M
4
GILD icon
Gilead Sciences
GILD
+$5.66M
5
STZ icon
Constellation Brands
STZ
+$5.6M

Sector Composition

1 Financials 21.71%
2 Technology 11.28%
3 Industrials 10.08%
4 Healthcare 9.16%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.98M 0.08%
25,150
+4,750
127
$1.94M 0.08%
64,560
+830
128
$1.91M 0.08%
16,775
+4,792
129
$1.87M 0.08%
144,000
130
$1.87M 0.08%
38,160
+6,950
131
$1.81M 0.07%
26,430
-1,500
132
$1.78M 0.07%
33,600
+1,500
133
$1.75M 0.07%
12,868
-2,145
134
$1.74M 0.07%
34,795
-1,000
135
$1.72M 0.07%
16,625
136
$1.69M 0.07%
13,290
+2,550
137
$1.68M 0.07%
29,320
+6,150
138
$1.67M 0.07%
57,294
-2,000
139
$1.66M 0.07%
25,201
+371
140
$1.64M 0.07%
17,706
+942
141
$1.63M 0.07%
13,310
+2,720
142
$1.61M 0.07%
59,142
143
$1.59M 0.07%
9,985
+136
144
$1.58M 0.06%
6,096
+1,949
145
$1.57M 0.06%
32,976
-416
146
$1.55M 0.06%
45,520
-4,250
147
$1.54M 0.06%
48,317
-180,074
148
$1.54M 0.06%
20,460
149
$1.54M 0.06%
20,295
150
$1.53M 0.06%
33,320
+6,120
4 5
6
7 8