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
$3.18B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$5.73M
3
+$4.36M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.35M
5
BWXT icon
BWX Technologies
BWXT
+$3.21M

Top Sells

1
+$23.9M
2
+$15.6M
3
+$14.4M
4
AMZN icon
Amazon
AMZN
+$14M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.5M

Sector Composition

1 Financials 21.6%
2 Technology 16.88%
3 Consumer Discretionary 9.34%
4 Communication Services 7.78%
5 Healthcare 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$793K 0.02%
5,295
152
$778K 0.02%
4,050
-40
153
$754K 0.02%
9,164
-50
154
$745K 0.02%
4,900
155
$727K 0.02%
9,170
156
$716K 0.02%
14,400
157
$714K 0.02%
5,200
158
$681K 0.02%
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-478
159
$637K 0.02%
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-15
160
$635K 0.02%
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161
$630K 0.02%
9,400
162
$629K 0.02%
30,600
-4,000
163
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164
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3,706
165
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3,433
166
$568K 0.02%
27,840
-1,258
167
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168
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169
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170
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7,043
171
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172
$519K 0.02%
2,373
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173
$481K 0.02%
7,052
174
$477K 0.02%
17,493
-6,000
175
$474K 0.01%
4,100
5 6
7
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