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
$2.45B
AUM Growth
+$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$8.04M
3
+$7.32M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.81M
5
FDX icon
FedEx
FDX
+$4.76M

Top Sells

1
+$6.86M
2
+$6.63M
3
+$5.75M
4
GILD icon
Gilead Sciences
GILD
+$5.66M
5
STZ icon
Constellation Brands
STZ
+$5.6M

Sector Composition

1 Financials 21.71%
2 Technology 11.28%
3 Industrials 10.08%
4 Healthcare 9.16%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.14M 0.05%
43,500
177
$1.12M 0.05%
31,240
+5,840
178
$1.11M 0.05%
6,530
+1,230
179
$1.08M 0.04%
11,839
-12,486
180
$1.07M 0.04%
22,540
+3,850
181
$1.06M 0.04%
10,571
182
$1.05M 0.04%
7,998
+3,412
183
$1.04M 0.04%
16,512
-750
184
$1.03M 0.04%
26,860
+4,880
185
$1.02M 0.04%
9,369
186
$1.02M 0.04%
19,992
+813
187
$1.01M 0.04%
19,657
+2,039
188
$1.01M 0.04%
14,690
+3,130
189
$1.01M 0.04%
28,652
+3,775
190
$998K 0.04%
13,018
-255
191
$996K 0.04%
12,920
192
$993K 0.04%
34,400
+6,560
193
$974K 0.04%
26,376
-4,080
194
$965K 0.04%
19,371
-1,777
195
$940K 0.04%
11,210
+840
196
$934K 0.04%
23,540
-6,500
197
$931K 0.04%
20,460
-2,936
198
$915K 0.04%
6,755
-1,400
199
$912K 0.04%
16,390
-7,660
200
$899K 0.04%
31,154
6 7
8
9 10