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
$3.42B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$6.79M
3
+$4.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.49M
5
BWXT icon
BWX Technologies
BWXT
+$3.42M

Top Sells

1
+$5.82M
2
+$5.25M
3
+$4.81M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$4.69M
5
AMGN icon
Amgen
AMGN
+$2.89M

Sector Composition

1 Financials 21.44%
2 Technology 16.56%
3 Consumer Discretionary 10.99%
4 Communication Services 8.73%
5 Healthcare 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.55M 0.05%
34,050
-150
127
$1.52M 0.04%
24,002
-963
128
$1.51M 0.04%
17,684
+628
129
$1.43M 0.04%
18,427
-4,133
130
$1.41M 0.04%
22,814
-2,855
131
$1.4M 0.04%
23,831
-2,533
132
$1.33M 0.04%
15,874
+245
133
$1.31M 0.04%
+12,426
134
$1.22M 0.04%
10,338
-276
135
$1.2M 0.04%
18,483
136
$1.18M 0.03%
17,969
-2,586
137
$1.09M 0.03%
11,863
-443
138
$1.07M 0.03%
48,363
139
$1M 0.03%
7,223
-1,210
140
$1M 0.03%
20,772
-3,799
141
$995K 0.03%
+4,387
142
$951K 0.03%
2,878
+283
143
$950K 0.03%
4,100
144
$943K 0.03%
6,673
145
$940K 0.03%
+11,440
146
$840K 0.02%
2,249
+1,267
147
$832K 0.02%
4,850
-612
148
$821K 0.02%
19,443
-370
149
$766K 0.02%
+16,810
150
$755K 0.02%
32,982
-5,758
4 5
6
7 8