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
$2.82B
AUM Growth
-$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$4.62M
3
+$4.16M
4
ZTS icon
Zoetis
ZTS
+$3.33M
5
POOL icon
Pool Corp
POOL
+$2.25M

Top Sells

1
+$7.41M
2
+$4.38M
3
+$3.61M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.13M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.05M

Sector Composition

1 Financials 21.25%
2 Technology 17.82%
3 Healthcare 8.38%
4 Consumer Discretionary 8.12%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.05M 0.04%
13,847
127
$1.04M 0.04%
18,895
128
$1.04M 0.04%
3,155
-64
129
$1.03M 0.04%
333
-10
130
$1.03M 0.04%
10,575
-795
131
$954K 0.03%
9,875
-600
132
$931K 0.03%
6,050
133
$913K 0.03%
10,344
-234
134
$899K 0.03%
12,637
-350
135
$884K 0.03%
12,743
136
$825K 0.03%
5,820
-494
137
$822K 0.03%
2,600
138
$776K 0.03%
18,490
-1,778
139
$765K 0.03%
6,775
140
$739K 0.03%
12,729
141
$734K 0.03%
9,140
142
$730K 0.03%
1,858
-3,998
143
$716K 0.03%
+44,664
144
$714K 0.03%
9,440
145
$705K 0.03%
4,315
146
$692K 0.02%
2,535
-15
147
$670K 0.02%
+29,977
148
$648K 0.02%
43,143
-100
149
$648K 0.02%
25,500
150
$644K 0.02%
3,174
-1,295
4 5
6
7 8