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
$2.82B
AUM Growth
-$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$4.62M
3
+$4.16M
4
ZTS icon
Zoetis
ZTS
+$3.33M
5
POOL icon
Pool Corp
POOL
+$2.25M

Top Sells

1
+$7.41M
2
+$4.38M
3
+$3.61M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.13M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.05M

Sector Composition

1 Financials 21.25%
2 Technology 17.82%
3 Healthcare 8.38%
4 Consumer Discretionary 8.12%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$329K 0.01%
8,488
-5,500
177
$318K 0.01%
14,287
178
$301K 0.01%
1,532
-1,719
179
$281K 0.01%
2,789
180
$280K 0.01%
4,325
-25
181
$278K 0.01%
11,400
182
$274K 0.01%
5,142
183
$271K 0.01%
2,474
184
$253K 0.01%
2,066
-1
185
$236K 0.01%
4,875
186
$226K 0.01%
830
187
$221K 0.01%
1,449
-400
188
$214K 0.01%
2,429
189
$207K 0.01%
+3,266
190
$201K 0.01%
+232
191
– –
-20,159
192
– –
-6,000
193
– –
-1,312
194
– –
-4,750
195
– –
-5,908
196
– –
-3,890
197
– –
-3,838
198
– –
-4,350
199
– –
-1,250
200
– –
-2,400
5 6 7
8
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