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
+$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$5.41M
3
+$2.96M
4
CHE icon
Chemed
CHE
+$1.54M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.53M

Top Sells

1
+$12.3M
2
+$10.3M
3
+$8.57M
4
ROP icon
Roper Technologies
ROP
+$6.65M
5
ABT icon
Abbott
ABT
+$5.24M

Sector Composition

1 Financials 21.16%
2 Technology 17.48%
3 Consumer Discretionary 9.51%
4 Communication Services 7.56%
5 Healthcare 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.63M 0.05%
24,585
+1,980
127
$1.6M 0.05%
12,493
-16
128
$1.57M 0.05%
16,925
-123
129
$1.5M 0.04%
10,106
-1,483
130
$1.5M 0.04%
12,913
+2,477
131
$1.5M 0.04%
17,861
-250
132
$1.49M 0.04%
17,387
-14,950
133
$1.48M 0.04%
25,026
+3,325
134
$1.47M 0.04%
22,134
+7,248
135
$1.43M 0.04%
13,857
+595
136
$1.39M 0.04%
33,750
-300
137
$1.38M 0.04%
2,146
+171
138
$1.22M 0.04%
23,732
-300
139
$1.21M 0.04%
13,010
-2,590
140
$1.19M 0.03%
5,596
+594
141
$1.18M 0.03%
63,614
+35,774
142
$1.15M 0.03%
18,077
143
$1.11M 0.03%
17,864
-5,690
144
$1.06M 0.03%
+146,000
145
$1.05M 0.03%
6,673
146
$1.03M 0.03%
19,043
-250
147
$973K 0.03%
14,440
+10,640
148
$966K 0.03%
16,414
-801
149
$963K 0.03%
5,920
+625
150
$917K 0.03%
14,400
4 5
6
7 8