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
$2.17B
AUM Growth
+$933M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17.8M
3
+$17.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$17.5M
5
UNP icon
Union Pacific
UNP
+$16.1M

Top Sells

1
+$1.2M
2
+$253K
3
+$219K
4
AZO icon
AutoZone
AZO
+$213K
5
LECO icon
Lincoln Electric
LECO
+$180K

Sector Composition

1 Financials 18.25%
2 Industrials 7.72%
3 Technology 7.47%
4 Healthcare 6.38%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$854K 0.04%
19,125
+7,300
152
$826K 0.04%
+8,733
153
$756K 0.03%
9,765
+6,867
154
$743K 0.03%
6,547
+2,600
155
$742K 0.03%
+13,350
156
$738K 0.03%
11,779
+260
157
$725K 0.03%
20,581
+11,337
158
$717K 0.03%
12,375
+1,800
159
$708K 0.03%
12,128
+50
160
$706K 0.03%
32,050
+4,245
161
$695K 0.03%
+17,935
162
$693K 0.03%
7,100
163
$687K 0.03%
+10,769
164
$682K 0.03%
4,912
+2,171
165
$656K 0.03%
14,560
+8,215
166
$652K 0.03%
+14,888
167
$605K 0.03%
+2,302
168
$591K 0.03%
61,295
+14,824
169
$577K 0.03%
+2,879
170
$555K 0.03%
23,613
+12,501
171
$553K 0.03%
8,070
+2,580
172
$544K 0.03%
14,757
+6,900
173
$537K 0.02%
+4,033
174
$528K 0.02%
4,807
+350
175
$515K 0.02%
7,490
+480
5 6
7
8 9