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
$3.42B
AUM Growth
+$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$5.41M
3
+$2.96M
4
CHE icon
Chemed
CHE
+$1.54M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.53M

Top Sells

1
+$12.3M
2
+$10.3M
3
+$8.57M
4
ROP icon
Roper Technologies
ROP
+$6.65M
5
ABT icon
Abbott
ABT
+$5.24M

Sector Composition

1 Financials 21.16%
2 Technology 17.48%
3 Consumer Discretionary 9.51%
4 Communication Services 7.56%
5 Healthcare 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$541K 0.02%
3,960
-100
177
$540K 0.02%
6,300
178
$527K 0.02%
7,043
179
$500K 0.01%
6,367
-850
180
$489K 0.01%
1,322
+123
181
$457K 0.01%
2,766
182
$454K 0.01%
10,382
+1,172
183
$422K 0.01%
+7,420
184
$421K 0.01%
+5,852
185
$420K 0.01%
3,026
186
$419K 0.01%
200
187
$414K 0.01%
1,360
188
$412K 0.01%
16,875
-225
189
$401K 0.01%
5,850
-3,300
190
$391K 0.01%
823
-25
191
$385K 0.01%
4,413
+271
192
$378K 0.01%
12,500
193
$378K 0.01%
2,270
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194
$362K 0.01%
3,500
195
$336K 0.01%
3,195
196
$321K 0.01%
3,966
+122
197
$306K 0.01%
1,525
198
$300K 0.01%
4,875
199
$293K 0.01%
+1,105
200
$288K 0.01%
6,636
-200
5 6 7
8
9