BIM
Bridges Investment Management Portfolio holdings
AUM
$7.4B
1-Year Return
17.82%
This Quarter Return
+6.11%
1 Year Return
+17.82%
3 Year Return
+80.47%
5 Year Return
+136.52%
10 Year Return
+290.37%
AUM
$3.42B
AUM Growth
+$171M
(+5.3%)
Cap. Flow
+$1.22M
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
39.21%
Holding
227
New
8
Increased
63
Reduced
114
Closed
10
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$7.41M |
| 2 |
American Tower
AMT
|
+$6.79M |
| 3 |
Meta Platforms (Facebook)
META
|
+$4.5M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$3.49M |
| 5 |
BWX Technologies
BWXT
|
+$3.42M |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
+$5.82M |
| 2 |
Apple
AAPL
|
+$5.25M |
| 3 |
iShares Russell 2000 Value ETF
IWN
|
+$4.81M |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$4.69M |
| 5 |
Amgen
AMGN
|
+$2.89M |
Sector Composition
| 1 | Financials | 21.44% |
| 2 | Technology | 16.56% |
| 3 | Consumer Discretionary | 10.99% |
| 4 | Communication Services | 8.73% |
| 5 | Healthcare | 6.69% |
