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
$3.25B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$3.9M
3
+$2.41M
4
META icon
Meta Platforms (Facebook)
META
+$1.97M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.5M

Top Sells

1
+$13M
2
+$10.7M
3
+$5.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.93M
5
ILMN icon
Illumina
ILMN
+$3.97M

Sector Composition

1 Financials 21.2%
2 Technology 17.87%
3 Consumer Discretionary 11.13%
4 Communication Services 8.13%
5 Healthcare 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$676K 0.02%
5,295
152
$673K 0.02%
9,495
-1,100
153
$672K 0.02%
2,595
+542
154
$668K 0.02%
9,890
-112
155
$634K 0.02%
8,432
-1,482
156
$629K 0.02%
5,200
157
$609K 0.02%
5,550
158
$596K 0.02%
9,700
-1,063
159
$555K 0.02%
+5,948
160
$546K 0.02%
1,700
-617
161
$536K 0.02%
9,659
-10,470
162
$528K 0.02%
10,000
-5,000
163
$527K 0.02%
4,260
-1,000
164
$517K 0.02%
2,956
-100
165
$516K 0.02%
14,400
166
$514K 0.02%
2,622
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167
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168
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4,055
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169
$473K 0.01%
6,544
170
$459K 0.01%
3,017
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171
$447K 0.01%
3,391
172
$431K 0.01%
1,577
-13
173
$423K 0.01%
5,955
-10,062
174
$418K 0.01%
6,300
175
$412K 0.01%
101
5 6
7
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