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
$7.15B
AUM Growth
-$755K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$15.3M
3
+$8.74M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.05M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.71M

Top Sells

1
+$18.1M
2
+$9.23M
3
+$8.5M
4
GNRC icon
Generac Holdings
GNRC
+$8.41M
5
BWXT icon
BWX Technologies
BWXT
+$7.66M

Sector Composition

1 Technology 22.53%
2 Financials 20.64%
3 Consumer Discretionary 11.23%
4 Healthcare 8.62%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.21M 0.04%
16,828
127
$3.21M 0.04%
61,342
-114
128
$2.84M 0.04%
37,576
-10,330
129
$2.84M 0.04%
5,463
-61
130
$2.79M 0.04%
12,677
-82
131
$2.78M 0.04%
4,740
+137
132
$2.75M 0.04%
24,682
+8,715
133
$2.72M 0.04%
15,248
134
$2.7M 0.04%
15,246
-4,175
135
$2.61M 0.04%
65,187
+7,184
136
$2.46M 0.03%
496
-9
137
$2.38M 0.03%
21,887
-523
138
$2.36M 0.03%
15,391
+17
139
$2.34M 0.03%
136,937
140
$2.31M 0.03%
28,937
-7,387
141
$2.29M 0.03%
5,589
+81
142
$2.27M 0.03%
10,515
143
$2.11M 0.03%
27,553
+717
144
$2.09M 0.03%
5,770
-111
145
$2.09M 0.03%
28,196
+56
146
$2.05M 0.03%
28,563
-38
147
$1.95M 0.03%
9,716
148
$1.93M 0.03%
8,974
149
$1.91M 0.03%
13,390
-3
150
$1.91M 0.03%
11,259
+826
4 5
6
7 8