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
$3.2B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$6.25M
3
+$2.76M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.73M
5
LOW icon
Lowe's Companies
LOW
+$2.3M

Top Sells

1
+$14.2M
2
+$12.9M
3
+$10.7M
4
AAPL icon
Apple
AAPL
+$10.3M
5
CABO icon
Cable One
CABO
+$7.8M

Sector Composition

1 Financials 20.74%
2 Technology 18.69%
3 Consumer Discretionary 8.82%
4 Healthcare 8.39%
5 Industrials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$591K 0.02%
4,568
-215
152
$559K 0.02%
7,225
-1,100
153
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6,178
-7,669
154
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155
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7,241
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156
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157
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158
158
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6,000
159
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160
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161
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2,075
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162
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911
163
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165
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166
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167
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171
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172
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173
$330K 0.01%
2,789
174
$326K 0.01%
3,565
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175
$323K 0.01%
2,474
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7
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