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
$3.18B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$5.73M
3
+$4.36M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.35M
5
BWXT icon
BWX Technologies
BWXT
+$3.21M

Top Sells

1
+$23.9M
2
+$15.6M
3
+$14.4M
4
AMZN icon
Amazon
AMZN
+$14M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.5M

Sector Composition

1 Financials 21.6%
2 Technology 16.88%
3 Consumer Discretionary 9.34%
4 Communication Services 7.78%
5 Healthcare 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.69M 0.05%
23,251
-8,221
127
$1.67M 0.05%
12,509
-43
128
$1.66M 0.05%
13,262
+1,961
129
$1.61M 0.05%
17,048
-250
130
$1.6M 0.05%
19,770
131
$1.53M 0.05%
34,050
132
$1.4M 0.04%
4,170
+618
133
$1.39M 0.04%
23,554
-198
134
$1.34M 0.04%
18,111
-272
135
$1.32M 0.04%
15,600
-283
136
$1.32M 0.04%
22,605
-473
137
$1.32M 0.04%
21,701
-1,146
138
$1.28M 0.04%
24,032
-1,410
139
$1.15M 0.04%
14,886
+9,079
140
$1.11M 0.03%
18,077
141
$1.1M 0.03%
17,215
-612
142
$1.1M 0.03%
5,002
+973
143
$1.07M 0.03%
1,975
+188
144
$1.06M 0.03%
10,436
-201
145
$998K 0.03%
19,293
146
$985K 0.03%
11,440
147
$971K 0.03%
6,673
148
$955K 0.03%
44,123
149
$915K 0.03%
4,650
-200
150
$877K 0.03%
6,623
-50
4 5
6
7 8