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
$2.22B
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$4.5M
3
+$4.34M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.11M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.06M

Top Sells

1
+$1.46M
2
+$1.41M
3
+$877K
4
QCOM icon
Qualcomm
QCOM
+$829K
5
TWX
Time Warner Inc
TWX
+$826K

Sector Composition

1 Financials 17.89%
2 Industrials 7.96%
3 Technology 7.9%
4 Healthcare 6.43%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$558K 0.03%
22,641
-972
177
$552K 0.02%
7,970
-100
178
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5,457
+1,000
179
$527K 0.02%
3,491
180
$519K 0.02%
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181
$515K 0.02%
5,250
+1,000
182
$513K 0.02%
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183
$505K 0.02%
4,771
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184
$499K 0.02%
13,681
+1,080
185
$493K 0.02%
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186
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187
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13,452
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188
$471K 0.02%
2,791
189
$466K 0.02%
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190
$463K 0.02%
15,000
191
$457K 0.02%
15,500
192
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193
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194
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7,212
195
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196
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197
$390K 0.02%
6,129
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198
$385K 0.02%
3,850
199
$372K 0.02%
20,985
-2,037
200
$372K 0.02%
4,000
6 7
8
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