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
$2.62B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.31M
3
+$4.25M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.41M
5
CRM icon
Salesforce
CRM
+$3.39M

Top Sells

1
+$11.5M
2
+$6.65M
3
+$6.35M
4
FDX icon
FedEx
FDX
+$4.72M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.31M

Sector Composition

1 Financials 22.91%
2 Technology 13.06%
3 Industrials 9.66%
4 Consumer Discretionary 8.58%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.54M 0.06%
10,669
+640
152
$1.53M 0.06%
19,630
-830
153
$1.53M 0.06%
6,570
-5,599
154
$1.52M 0.06%
19,382
+558
155
$1.5M 0.06%
10,421
-232
156
$1.5M 0.06%
33,320
157
$1.49M 0.06%
22,229
-7,205
158
$1.45M 0.06%
31,240
159
$1.45M 0.06%
7,910
-60
160
$1.44M 0.05%
26,300
+2,670
161
$1.44M 0.05%
24,670
-1,330
162
$1.42M 0.05%
12,440
-200
163
$1.4M 0.05%
36,320
164
$1.4M 0.05%
73,824
+7,483
165
$1.4M 0.05%
29,318
-2,132
166
$1.39M 0.05%
41,760
167
$1.38M 0.05%
6,749
168
$1.38M 0.05%
48,315
-8,545
169
$1.36M 0.05%
12,050
170
$1.32M 0.05%
28,720
171
$1.32M 0.05%
+46,311
172
$1.31M 0.05%
21,272
-210
173
$1.3M 0.05%
19,027
+6,176
174
$1.3M 0.05%
30,358
-509
175
$1.29M 0.05%
25,840
+6,286
5 6
7
8 9