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
$3.02B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$9.16M
3
+$1.67M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.66M
5
ROL icon
Rollins
ROL
+$1.62M

Top Sells

1
+$17.3M
2
+$13.7M
3
+$8.09M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$7.16M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.11M

Sector Composition

1 Financials 20.41%
2 Technology 18.86%
3 Consumer Discretionary 8.65%
4 Healthcare 8.27%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$645K 0.02%
8,325
-175
152
$636K 0.02%
2,725
+108
153
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154
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4,400
155
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-100
156
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4,783
157
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11,507
-1,307
158
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159
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8,441
160
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6,000
161
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162
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163
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164
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165
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166
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167
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168
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171
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172
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173
$371K 0.01%
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174
$345K 0.01%
5,236
175
$331K 0.01%
1,210
4 5 6
7
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