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
$2.62B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.31M
3
+$4.25M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.41M
5
CRM icon
Salesforce
CRM
+$3.39M

Top Sells

1
+$11.5M
2
+$6.65M
3
+$6.35M
4
FDX icon
FedEx
FDX
+$4.72M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.31M

Sector Composition

1 Financials 22.91%
2 Technology 13.06%
3 Industrials 9.66%
4 Consumer Discretionary 8.58%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.08M 0.08%
29,227
-2,504
127
$2.08M 0.08%
17,790
128
$2.03M 0.08%
16,300
-325
129
$1.96M 0.07%
51,493
-360
130
$1.94M 0.07%
144,000
131
$1.91M 0.07%
34,495
-500
132
$1.88M 0.07%
20,415
-2,659
133
$1.88M 0.07%
55,004
-3,291
134
$1.82M 0.07%
12,841
135
$1.81M 0.07%
37,563
+1,921
136
$1.79M 0.07%
48,290
137
$1.75M 0.07%
10,821
+656
138
$1.69M 0.06%
13,310
139
$1.68M 0.06%
18,051
+275
140
$1.67M 0.06%
58,241
-5,531
141
$1.66M 0.06%
6,096
142
$1.63M 0.06%
+27,875
143
$1.62M 0.06%
21,710
+2,090
144
$1.62M 0.06%
9,560
145
$1.61M 0.06%
14,212
+3,641
146
$1.59M 0.06%
38,160
147
$1.56M 0.06%
20,967
+413
148
$1.55M 0.06%
13,554
+930
149
$1.54M 0.06%
17,950
150
$1.54M 0.06%
33,280
+13,700
4 5
6
7 8