BIM

Bridges Investment Management Portfolio holdings

AUM $7.38B
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.82B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$50.3M
3
+$38.9M
4
LOW icon
Lowe's Companies
LOW
+$12.2M
5
SYK icon
Stryker
SYK
+$11.2M

Top Sells

1
+$60.2M
2
+$20.7M
3
+$17.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.1M
5
LMT icon
Lockheed Martin
LMT
+$13.8M

Sector Composition

1 Technology 22.8%
2 Financials 20.39%
3 Consumer Discretionary 11.14%
4 Industrials 8.6%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.52M 0.05%
7,044
-30,322
127
$3.38M 0.04%
29,099
-3,697
128
$3.33M 0.04%
16,135
-130
129
$3.31M 0.04%
19,750
+590
130
$3.27M 0.04%
49,480
+13,239
131
$3.26M 0.04%
28,505
-10
132
$3.21M 0.04%
14,884
+110
133
$3.19M 0.04%
13,527
+760
134
$3.1M 0.04%
31,699
+1,924
135
$3.02M 0.04%
52,525
+2,751
136
$3M 0.04%
16,820
+4,544
137
$2.98M 0.04%
23,146
+6,916
138
$2.93M 0.04%
31,327
+1,882
139
$2.89M 0.04%
9,604
+64
140
$2.88M 0.04%
10,201
-298
141
$2.88M 0.04%
6,030
+452
142
$2.86M 0.04%
65,167
+1,108
143
$2.78M 0.04%
14,878
+364
144
$2.71M 0.03%
52,610
+186
145
$2.7M 0.03%
33,744
-1,476
146
$2.68M 0.03%
179,365
+73,598
147
$2.67M 0.03%
121,577
+55,533
148
$2.66M 0.03%
6,164
+362
149
$2.66M 0.03%
155,913
+18,976
150
$2.62M 0.03%
6,163
+362
4 5
6
7 8