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
$2.22B
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$4.5M
3
+$4.34M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.11M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.06M

Top Sells

1
+$1.46M
2
+$1.41M
3
+$877K
4
QCOM icon
Qualcomm
QCOM
+$829K
5
TWX
Time Warner Inc
TWX
+$826K

Sector Composition

1 Financials 17.89%
2 Industrials 7.96%
3 Technology 7.9%
4 Healthcare 6.43%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.09M 0.05%
29,375
-1,805
152
$1.07M 0.05%
7,905
+300
153
$1.06M 0.05%
11,591
-224
154
$1.02M 0.05%
+6,578
155
$1M 0.05%
11,765
+2,000
156
$998K 0.04%
+3,998
157
$989K 0.04%
7,372
+825
158
$945K 0.04%
13,860
+254
159
$935K 0.04%
7,100
160
$905K 0.04%
22,078
+7,190
161
$888K 0.04%
19,171
+46
162
$884K 0.04%
+42,326
163
$834K 0.04%
12,078
-50
164
$802K 0.04%
18,335
+400
165
$766K 0.03%
12,758
-600
166
$753K 0.03%
31,850
-200
167
$743K 0.03%
11,479
-300
168
$742K 0.03%
12,800
-550
169
$739K 0.03%
10,669
-100
170
$731K 0.03%
3,223
+344
171
$662K 0.03%
19,811
-770
172
$651K 0.03%
59,595
-1,700
173
$624K 0.03%
2,301
-1
174
$610K 0.03%
13,783
-777
175
$601K 0.03%
4,912
5 6
7
8 9