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
$2.62B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.31M
3
+$4.25M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.41M
5
CRM icon
Salesforce
CRM
+$3.39M

Top Sells

1
+$11.5M
2
+$6.65M
3
+$6.35M
4
FDX icon
FedEx
FDX
+$4.72M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.31M

Sector Composition

1 Financials 22.91%
2 Technology 13.06%
3 Industrials 9.66%
4 Consumer Discretionary 8.58%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.24M 0.05%
36,330
-1,324
177
$1.23M 0.05%
8,012
178
$1.23M 0.05%
13,800
-250
179
$1.23M 0.05%
21,660
180
$1.22M 0.05%
29,720
-5,819
181
$1.22M 0.05%
22,540
182
$1.2M 0.05%
6,530
183
$1.19M 0.05%
45,938
+2,438
184
$1.15M 0.04%
20,960
-3,690
185
$1.12M 0.04%
24,912
186
$1.1M 0.04%
9,833
-500
187
$1.1M 0.04%
4,558
-126
188
$1.1M 0.04%
11,912
-72
189
$1.08M 0.04%
6,870
+1,680
190
$1.06M 0.04%
6,304
-5,317
191
$1.05M 0.04%
37,862
192
$1.04M 0.04%
239,720
-89,720
193
$1.04M 0.04%
3,739
+429
194
$1.02M 0.04%
10,714
195
$1.02M 0.04%
15,380
+2,100
196
$1M 0.04%
12,342
-300
197
$992K 0.04%
6,534
-93
198
$989K 0.04%
16,686
+885
199
$986K 0.04%
8,273
200
$985K 0.04%
22,451
-4,050
6 7
8
9 10