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
$1.24B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$3.12M
3
+$2.34M
4
MLM icon
Martin Marietta Materials
MLM
+$2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.86M

Top Sells

1
+$2.98M
2
+$1.83M
3
+$1.5M
4
LVLT
Level 3 Communications Inc
LVLT
+$1.48M
5
GE icon
GE Aerospace
GE
+$1.44M

Sector Composition

1 Financials 24.41%
2 Industrials 8.32%
3 Technology 7.95%
4 Healthcare 7.59%
5 Consumer Discretionary 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$335K 0.03%
+7,113
152
$325K 0.03%
3,760
+75
153
$317K 0.03%
4,374
+624
154
$300K 0.02%
11,112
155
$299K 0.02%
+12,624
156
$296K 0.02%
7,857
+281
157
$290K 0.02%
6,812
-1,200
158
$281K 0.02%
+5,755
159
$272K 0.02%
8,000
160
$267K 0.02%
4,868
+633
161
$249K 0.02%
1,608
162
$244K 0.02%
2,898
+400
163
$244K 0.02%
4,212
164
$243K 0.02%
2,980
165
$226K 0.02%
+4,184
166
$225K 0.02%
+1,000
167
$223K 0.02%
+12,350
168
$220K 0.02%
+2,312
169
$217K 0.02%
+2,150
170
$213K 0.02%
300
-100
171
$206K 0.02%
+3,229
172
$206K 0.02%
+11,271
173
$205K 0.02%
1,250
-120
174
– –
-27,852
175
– –
-7,120
4 5 6
7
8