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
$6.93B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$13.8M
3
+$13.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.2M

Top Sells

1
+$32.9M
2
+$12.7M
3
+$10M
4
AAPL icon
Apple
AAPL
+$9.96M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$7.19M

Sector Composition

1 Financials 22.94%
2 Technology 20%
3 Consumer Discretionary 10.41%
4 Healthcare 9.17%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.08M 0.03%
8,974
152
$2.05M 0.03%
13,336
-2,055
153
$2.04M 0.03%
10,729
+5,302
154
$1.99M 0.03%
25,503
+13,431
155
$1.99M 0.03%
11,520
+261
156
$1.91M 0.03%
24,456
-3,740
157
$1.91M 0.03%
35,749
+18,831
158
$1.91M 0.03%
8,641
+4,695
159
$1.9M 0.03%
4,040
+2,054
160
$1.89M 0.03%
13,390
161
$1.89M 0.03%
9,453
-157
162
$1.88M 0.03%
31,385
+16,531
163
$1.86M 0.03%
18,566
+81
164
$1.85M 0.03%
51,641
+26,663
165
$1.85M 0.03%
5,615
-155
166
$1.85M 0.03%
26,039
-2,524
167
$1.83M 0.03%
28,751
-8,825
168
$1.76M 0.03%
11,845
+6,238
169
$1.76M 0.03%
23,448
-4,105
170
$1.73M 0.03%
16,495
+990
171
$1.71M 0.02%
49,031
+28,019
172
$1.66M 0.02%
22,751
+11,984
173
$1.66M 0.02%
15,193
+1,691
174
$1.64M 0.02%
9,133
175
$1.63M 0.02%
45,241
+23,834
5 6
7
8 9