BIM

Bridges Investment Management Portfolio holdings

AUM $7.38B
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.82B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$50.3M
3
+$38.9M
4
LOW icon
Lowe's Companies
LOW
+$12.2M
5
SYK icon
Stryker
SYK
+$11.2M

Top Sells

1
+$60.2M
2
+$20.7M
3
+$17.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.1M
5
LMT icon
Lockheed Martin
LMT
+$13.8M

Sector Composition

1 Technology 22.8%
2 Financials 20.39%
3 Consumer Discretionary 11.14%
4 Industrials 8.6%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.58M 0.03%
10,543
+606
152
$2.56M 0.03%
15,258
153
$2.55M 0.03%
11,825
+100
154
$2.52M 0.03%
26,497
+139
155
$2.48M 0.03%
79,030
-2,614
156
$2.47M 0.03%
20,392
+5,953
157
$2.45M 0.03%
10,117
-182
158
$2.4M 0.03%
14,417
+1,303
159
$2.39M 0.03%
11,251
+49
160
$2.39M 0.03%
10,414
+643
161
$2.38M 0.03%
21,533
-87
162
$2.35M 0.03%
43,899
+2,649
163
$2.34M 0.03%
4,684
-62
164
$2.33M 0.03%
6,381
-15,176
165
$2.3M 0.03%
9,900
+591
166
$2.21M 0.03%
26,852
167
$2.2M 0.03%
38,065
+3,060
168
$2.2M 0.03%
65,329
+3,458
169
$2.15M 0.03%
64,878
+3,914
170
$2.13M 0.03%
55,602
+3,371
171
$2.11M 0.03%
8,974
172
$2.08M 0.03%
11,403
+685
173
$2.06M 0.03%
+78,281
174
$2.01M 0.03%
18,585
-20
175
$1.98M 0.03%
8,485
+505
5 6
7
8 9