BIM

Bridges Investment Management Portfolio holdings

AUM $7.88B
1-Year Est. Return 18.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.98B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$8.77M
3
+$5.54M
4
POOL icon
Pool Corp
POOL
+$5.24M
5
PYPL icon
PayPal
PYPL
+$3.95M

Top Sells

1
+$14.5M
2
+$9.19M
3
+$5.79M
4
SHW icon
Sherwin-Williams
SHW
+$5.77M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.73M

Sector Composition

1 Financials 20.77%
2 Technology 18.79%
3 Healthcare 8.1%
4 Consumer Discretionary 8.02%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$731K 0.02%
3,251
-11,657
152
$728K 0.02%
3,890
153
$718K 0.02%
21,286
154
$695K 0.02%
9,500
-75
155
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3,722
-6,483
156
$690K 0.02%
43,243
157
$660K 0.02%
4,783
158
$647K 0.02%
8,441
-3,799
159
$627K 0.02%
2,550
-3,000
160
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4,400
161
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6,000
162
$514K 0.02%
3,233
163
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2,766
164
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5,908
165
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166
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167
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168
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170
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171
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173
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14,287
174
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$378K 0.01%
5,036
-167
5 6
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