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
$2.82B
AUM Growth
-$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$4.62M
3
+$4.16M
4
ZTS icon
Zoetis
ZTS
+$3.33M
5
POOL icon
Pool Corp
POOL
+$2.25M

Top Sells

1
+$7.41M
2
+$4.38M
3
+$3.61M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.13M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.05M

Sector Composition

1 Financials 21.25%
2 Technology 17.82%
3 Healthcare 8.38%
4 Consumer Discretionary 8.12%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$629K 0.02%
2,617
152
$584K 0.02%
21,286
153
$578K 0.02%
4,783
154
$569K 0.02%
8,500
-1,000
155
$544K 0.02%
2,766
156
$544K 0.02%
4,400
157
$540K 0.02%
8,441
158
$539K 0.02%
3,180
-542
159
$524K 0.02%
5,739
-1,815
160
$524K 0.02%
12,814
-8,288
161
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6,000
162
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23,642
163
$448K 0.02%
3,885
-25
164
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4,046
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165
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3,233
166
$414K 0.01%
163
167
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168
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169
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911
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170
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4,001
171
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5,036
172
$361K 0.01%
9,600
173
$344K 0.01%
15,990
-75
174
$343K 0.01%
1,210
175
$337K 0.01%
5,236
5 6
7
8 9