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
+$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$5.41M
3
+$2.96M
4
CHE icon
Chemed
CHE
+$1.54M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.53M

Top Sells

1
+$12.3M
2
+$10.3M
3
+$8.57M
4
ROP icon
Roper Technologies
ROP
+$6.65M
5
ABT icon
Abbott
ABT
+$5.24M

Sector Composition

1 Financials 21.16%
2 Technology 17.48%
3 Consumer Discretionary 9.51%
4 Communication Services 7.56%
5 Healthcare 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$915K 0.03%
4,650
152
$912K 0.03%
9,440
-10,330
153
$908K 0.03%
30,600
154
$904K 0.03%
11,440
155
$839K 0.02%
5,200
156
$837K 0.02%
4,050
157
$825K 0.02%
5,773
-850
158
$802K 0.02%
+85,811
159
$798K 0.02%
9,164
160
$780K 0.02%
9,150
-20
161
$766K 0.02%
4,900
162
$763K 0.02%
+14,642
163
$716K 0.02%
3,705
+194
164
$710K 0.02%
+86,220
165
$696K 0.02%
1,500
166
$662K 0.02%
2,641
-70
167
$650K 0.02%
6,700
-500
168
$639K 0.02%
1,725
169
$636K 0.02%
3,706
170
$635K 0.02%
15,534
+7,200
171
$624K 0.02%
10,193
+4,245
172
$608K 0.02%
5,494
173
$599K 0.02%
3,433
174
$574K 0.02%
7,052
175
$566K 0.02%
21,293
+3,800
5 6
7
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