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
$3.25B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$3.9M
3
+$2.41M
4
META icon
Meta Platforms (Facebook)
META
+$1.97M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.5M

Top Sells

1
+$13M
2
+$10.7M
3
+$5.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.93M
5
ILMN icon
Illumina
ILMN
+$3.97M

Sector Composition

1 Financials 21.2%
2 Technology 17.87%
3 Consumer Discretionary 11.13%
4 Communication Services 8.13%
5 Healthcare 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$399K 0.01%
9,408
177
$395K 0.01%
+7,945
178
$378K 0.01%
4,060
179
$374K 0.01%
1,901
+29
180
$369K 0.01%
987
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181
$356K 0.01%
13,500
182
$356K 0.01%
43,148
+6,033
183
$353K 0.01%
982
-11,046
184
$351K 0.01%
3,078
-500
185
$345K 0.01%
+1,537
186
$342K 0.01%
5,823
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187
$338K 0.01%
17,025
188
$335K 0.01%
1,642
189
$329K 0.01%
7,052
190
$326K 0.01%
1,596
-400
191
$324K 0.01%
2,297
-40
192
$323K 0.01%
3,870
193
$308K 0.01%
260
+60
194
$302K 0.01%
3,295
-100
195
$294K 0.01%
+9,710
196
$290K 0.01%
1,950
-66
197
$283K 0.01%
4,049
-225
198
$279K 0.01%
3,232
199
$278K 0.01%
3,500
200
$277K 0.01%
2,354
-1,250
5 6 7
8
9