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
$3.25B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$3.9M
3
+$2.41M
4
META icon
Meta Platforms (Facebook)
META
+$1.97M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.5M

Top Sells

1
+$13M
2
+$10.7M
3
+$5.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.93M
5
ILMN icon
Illumina
ILMN
+$3.97M

Sector Composition

1 Financials 21.2%
2 Technology 17.87%
3 Consumer Discretionary 11.13%
4 Communication Services 8.13%
5 Healthcare 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.51M 0.05%
34,200
-305
127
$1.51M 0.05%
17,056
+2,400
128
$1.49M 0.05%
25,669
-8,045
129
$1.43M 0.04%
17,748
-1,500
130
$1.24M 0.04%
10,614
+1,627
131
$1.18M 0.04%
18,483
-3,261
132
$1.14M 0.04%
15,629
-431
133
$1.14M 0.04%
8,433
-876
134
$1.13M 0.03%
64,600
-6,000
135
$1.11M 0.03%
20,555
-2,207
136
$1.05M 0.03%
12,306
+886
137
$988K 0.03%
24,571
-134,119
138
$948K 0.03%
48,363
139
$854K 0.03%
6,673
140
$842K 0.03%
38,740
-6,230
141
$837K 0.03%
9,800
142
$827K 0.03%
5,462
-418
143
$812K 0.03%
8,830
-139
144
$789K 0.02%
6,000
145
$754K 0.02%
2,600
146
$747K 0.02%
19,813
-352
147
$746K 0.02%
3,695
-38
148
$746K 0.02%
4,100
-1,176
149
$712K 0.02%
34,719
-9,183
150
$688K 0.02%
4,900
-286
4 5
6
7 8