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
$3.02B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$9.16M
3
+$1.67M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.66M
5
ROL icon
Rollins
ROL
+$1.62M

Top Sells

1
+$17.3M
2
+$13.7M
3
+$8.09M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$7.16M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.11M

Sector Composition

1 Financials 20.41%
2 Technology 18.86%
3 Consumer Discretionary 8.65%
4 Healthcare 8.27%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$318K 0.01%
2,789
177
$318K 0.01%
1,374
-158
178
$310K 0.01%
2,474
179
$303K 0.01%
4,325
180
$302K 0.01%
2,066
181
$296K 0.01%
5,142
182
$283K 0.01%
10,650
-750
183
$278K 0.01%
1,891
-33,810
184
$270K 0.01%
232
185
$265K 0.01%
+1,117
186
$264K 0.01%
1,253
-7,768
187
$261K 0.01%
840
+10
188
$254K 0.01%
7,188
-1,300
189
$251K 0.01%
+533
190
$250K 0.01%
4,875
191
$244K 0.01%
2,266
-1,780
192
$242K 0.01%
1,349
-100
193
$236K 0.01%
2,429
194
$234K 0.01%
+1,250
195
$226K 0.01%
+2,999
196
$213K 0.01%
+2,620
197
$208K 0.01%
2,966
-300
198
$207K 0.01%
+2,500
4 5 6 7
8