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
$3.42B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$6.79M
3
+$4.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.49M
5
BWXT icon
BWX Technologies
BWXT
+$3.42M

Top Sells

1
+$5.82M
2
+$5.25M
3
+$4.81M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$4.69M
5
AMGN icon
Amgen
AMGN
+$2.89M

Sector Composition

1 Financials 21.44%
2 Technology 16.56%
3 Consumer Discretionary 10.99%
4 Communication Services 8.73%
5 Healthcare 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$751K 0.02%
9,400
-400
152
$750K 0.02%
5,295
153
$737K 0.02%
4,900
154
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155
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156
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157
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158
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160
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161
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165
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166
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23,493
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168
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14,400
169
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171
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172
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4,174
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173
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6,393
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174
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3,167
+150
175
$494K 0.01%
7,043
-2,452
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