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
$3.02B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$9.16M
3
+$1.67M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.66M
5
ROL icon
Rollins
ROL
+$1.62M

Top Sells

1
+$17.3M
2
+$13.7M
3
+$8.09M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$7.16M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.11M

Sector Composition

1 Financials 20.41%
2 Technology 18.86%
3 Consumer Discretionary 8.65%
4 Healthcare 8.27%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.16M 0.04%
15,463
-107
127
$1.16M 0.04%
16,993
128
$1.09M 0.04%
18,895
129
$1.05M 0.03%
10,344
130
$1.04M 0.03%
6,001
-49
131
$1.02M 0.03%
2,600
132
$961K 0.03%
9,875
133
$939K 0.03%
6,422
-2,178
134
$928K 0.03%
11,637
-1,000
135
$926K 0.03%
261
-72
136
$923K 0.03%
12,743
137
$920K 0.03%
57,350
+12,686
138
$918K 0.03%
5,820
139
$910K 0.03%
+24,650
140
$901K 0.03%
18,184
-306
141
$822K 0.03%
4,315
142
$818K 0.03%
9,140
143
$799K 0.03%
3,038
-136
144
$759K 0.03%
32,177
+2,200
145
$742K 0.02%
3,741
+561
146
$724K 0.02%
43,143
147
$720K 0.02%
1,649
-209
148
$662K 0.02%
25,300
-200
149
$653K 0.02%
12,729
150
$646K 0.02%
9,440
4 5
6
7 8