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
$7.15B
AUM Growth
-$755K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$15.3M
3
+$8.74M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.05M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.71M

Top Sells

1
+$18.1M
2
+$9.23M
3
+$8.5M
4
GNRC icon
Generac Holdings
GNRC
+$8.41M
5
BWXT icon
BWX Technologies
BWXT
+$7.66M

Sector Composition

1 Technology 22.53%
2 Financials 20.64%
3 Consumer Discretionary 11.23%
4 Healthcare 8.62%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.31M 0.02%
42,390
177
$1.31M 0.02%
13,660
178
$1.3M 0.02%
10,512
+633
179
$1.27M 0.02%
5,546
-1
180
$1.24M 0.02%
17,963
181
$1.23M 0.02%
4,940
-160
182
$1.2M 0.02%
4,144
-56
183
$1.2M 0.02%
13,161
+299
184
$1.18M 0.02%
2,495
+608
185
$1.15M 0.02%
5,427
+2,329
186
$1.14M 0.02%
3,838
+14
187
$1.13M 0.02%
22,824
+1,201
188
$1.11M 0.02%
2,376
+709
189
$1.08M 0.02%
5,760
+1,656
190
$1.08M 0.02%
12,070
+6,001
191
$1.07M 0.02%
24,681
-94
192
$1.06M 0.01%
12,384
-1,089
193
$1.05M 0.01%
4,377
-7
194
$1.04M 0.01%
43,421
+26,975
195
$1.04M 0.01%
11,188
+472
196
$1.02M 0.01%
9,030
197
$1.02M 0.01%
5,820
-378
198
$1.02M 0.01%
11,000
-686
199
$1.02M 0.01%
3,100
-187
200
$1.02M 0.01%
47,668
+663
6 7
8
9 10