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
$6.93B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$13.8M
3
+$13.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.2M

Top Sells

1
+$32.9M
2
+$12.7M
3
+$10M
4
AAPL icon
Apple
AAPL
+$9.96M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$7.19M

Sector Composition

1 Financials 22.94%
2 Technology 20.01%
3 Consumer Discretionary 10.41%
4 Healthcare 9.17%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.04M 0.04%
40,208
-5,862
127
$3.01M 0.04%
13,619
-3,193
128
$2.9M 0.04%
63,965
-1,222
129
$2.89M 0.04%
32,265
-2,164
130
$2.83M 0.04%
28,666
+3,984
131
$2.74M 0.04%
136,937
132
$2.72M 0.04%
10,937
-1,740
133
$2.54M 0.04%
14,876
-370
134
$2.5M 0.04%
4,473
-267
135
$2.49M 0.04%
25,509
+13,439
136
$2.45M 0.04%
5,026
+2,650
137
$2.44M 0.04%
19,247
-11,165
138
$2.42M 0.03%
9,242
-4,259
139
$2.38M 0.03%
26,432
-2,505
140
$2.35M 0.03%
9,716
141
$2.31M 0.03%
7,169
+3,599
142
$2.31M 0.03%
5,027
+2,652
143
$2.25M 0.03%
488
-8
144
$2.21M 0.03%
11,684
+5,924
145
$2.2M 0.03%
10,998
+5,795
146
$2.19M 0.03%
91,763
+48,342
147
$2.16M 0.03%
10,515
148
$2.12M 0.03%
5,720
+131
149
$2.12M 0.03%
4,168
+1,673
150
$2.11M 0.03%
21,620
-267
4 5
6
7 8