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
$7.15B
AUM Growth
-$755K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$15.3M
3
+$8.74M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.05M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.71M

Top Sells

1
+$18.1M
2
+$9.23M
3
+$8.5M
4
GNRC icon
Generac Holdings
GNRC
+$8.41M
5
BWXT icon
BWX Technologies
BWXT
+$7.66M

Sector Composition

1 Technology 22.53%
2 Financials 20.64%
3 Consumer Discretionary 11.23%
4 Healthcare 8.62%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.81M 0.03%
8,631
-279
152
$1.8M 0.03%
40,869
+256
153
$1.77M 0.02%
9,015
-154
154
$1.77M 0.02%
37,590
155
$1.67M 0.02%
18,485
156
$1.63M 0.02%
9,133
-1,357
157
$1.61M 0.02%
13,502
+6,982
158
$1.6M 0.02%
9,610
+171
159
$1.57M 0.02%
23,055
+19
160
$1.56M 0.02%
55,240
+7,910
161
$1.54M 0.02%
15,505
+1,375
162
$1.51M 0.02%
3,570
+498
163
$1.5M 0.02%
3,164
-1
164
$1.48M 0.02%
5,353
+454
165
$1.48M 0.02%
38,561
-10,365
166
$1.44M 0.02%
5,203
+804
167
$1.42M 0.02%
8,772
-100
168
$1.42M 0.02%
12,072
+1,863
169
$1.4M 0.02%
84,017
+5,430
170
$1.39M 0.02%
52,547
-32,009
171
$1.39M 0.02%
24,750
172
$1.38M 0.02%
16,070
+1,679
173
$1.38M 0.02%
15,226
+2,620
174
$1.33M 0.02%
3,992
-52
175
$1.33M 0.02%
22,216
-35
5 6
7
8 9