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
$2.17B
AUM Growth
+$933M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17.8M
3
+$17.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$17.5M
5
UNP icon
Union Pacific
UNP
+$16.1M

Top Sells

1
+$1.2M
2
+$253K
3
+$219K
4
AZO icon
AutoZone
AZO
+$213K
5
LECO icon
Lincoln Electric
LECO
+$180K

Sector Composition

1 Financials 18.25%
2 Industrials 7.72%
3 Technology 7.47%
4 Healthcare 6.38%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$510K 0.02%
3,491
+230
177
$494K 0.02%
35,511
-6,810
178
$490K 0.02%
4,457
-1,435
179
$476K 0.02%
12,280
180
$449K 0.02%
2,791
+575
181
$441K 0.02%
+12,601
182
$434K 0.02%
15,500
183
$424K 0.02%
5,625
+1,472
184
$419K 0.02%
+2,600
185
$417K 0.02%
+5,700
186
$407K 0.02%
+3,850
187
$406K 0.02%
15,000
-5,550
188
$405K 0.02%
23,022
-213
189
$397K 0.02%
+1,139
190
$396K 0.02%
4,250
+100
191
$396K 0.02%
4,000
-1,625
192
$388K 0.02%
10,250
193
$387K 0.02%
6,279
+3,050
194
$382K 0.02%
7,212
+3,000
195
$373K 0.02%
4,150
-2,000
196
$369K 0.02%
1,676
+676
197
$366K 0.02%
3,345
198
$355K 0.02%
2,235
+985
199
$333K 0.02%
+5,818
200
$332K 0.02%
17,000
-450
6 7
8
9 10