BIM

Bridges Investment Management Portfolio holdings

AUM $7.88B
1-Year Est. Return 18.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.2B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$6.25M
3
+$2.76M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.73M
5
LOW icon
Lowe's Companies
LOW
+$2.3M

Top Sells

1
+$14.2M
2
+$12.9M
3
+$10.7M
4
AAPL icon
Apple
AAPL
+$10.3M
5
CABO icon
Cable One
CABO
+$7.8M

Sector Composition

1 Financials 20.74%
2 Technology 18.69%
3 Consumer Discretionary 8.82%
4 Healthcare 8.39%
5 Industrials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$322K 0.01%
2,066
177
$320K 0.01%
3,001
-1,000
178
$313K 0.01%
1,239
-135
179
$311K 0.01%
1,891
180
$310K 0.01%
4,325
181
$310K 0.01%
14,287
182
$290K 0.01%
232
183
$289K 0.01%
840
184
$288K 0.01%
1,349
185
$278K 0.01%
1,869
-764
186
$273K 0.01%
1,200
-50
187
$271K 0.01%
7,188
188
$267K 0.01%
9,575
-1,075
189
$244K 0.01%
4,850
-25
190
$240K 0.01%
+800
191
$240K 0.01%
2,999
192
$235K 0.01%
2,429
193
$228K 0.01%
+1,263
194
$228K 0.01%
1,866
-400
195
$226K 0.01%
2,620
196
$222K 0.01%
2,766
-200
197
$215K 0.01%
2,500
198
$214K 0.01%
1,003
-250
199
$208K 0.01%
+6,500
200
$204K 0.01%
+3,513
5 6 7
8
9