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
$2.45B
AUM Growth
+$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$8.04M
3
+$7.32M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.81M
5
FDX icon
FedEx
FDX
+$4.76M

Top Sells

1
+$6.86M
2
+$6.63M
3
+$5.75M
4
GILD icon
Gilead Sciences
GILD
+$5.66M
5
STZ icon
Constellation Brands
STZ
+$5.6M

Sector Composition

1 Financials 21.71%
2 Technology 11.28%
3 Industrials 10.08%
4 Healthcare 9.16%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.46M 0.06%
11,813
+456
152
$1.45M 0.06%
36,320
+7,000
153
$1.45M 0.06%
19,024
-8,200
154
$1.42M 0.06%
28,720
+5,350
155
$1.42M 0.06%
26,100
-1,500
156
$1.42M 0.06%
17,950
+3,290
157
$1.42M 0.06%
48,290
+8,800
158
$1.4M 0.06%
29,360
+6,200
159
$1.4M 0.06%
13,940
160
$1.39M 0.06%
309,480
+207,120
161
$1.38M 0.06%
74,164
-3,597
162
$1.37M 0.06%
9,560
+1,740
163
$1.36M 0.06%
10,465
164
$1.35M 0.06%
21,660
+9,610
165
$1.33M 0.05%
37,862
166
$1.32M 0.05%
12,050
+2,210
167
$1.31M 0.05%
29,375
168
$1.31M 0.05%
3,200
169
$1.29M 0.05%
11,530
170
$1.27M 0.05%
69,210
+14,250
171
$1.25M 0.05%
15,240
-1,741
172
$1.25M 0.05%
8,152
+1,360
173
$1.24M 0.05%
14,248
+4,262
174
$1.21M 0.05%
41,760
+6,960
175
$1.19M 0.05%
16,359
+900
5 6
7
8 9