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
$6.93B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$13.8M
3
+$13.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.2M

Top Sells

1
+$32.9M
2
+$12.7M
3
+$10M
4
AAPL icon
Apple
AAPL
+$9.96M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$7.19M

Sector Composition

1 Financials 22.94%
2 Technology 20.01%
3 Consumer Discretionary 10.41%
4 Healthcare 9.17%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.62M 0.02%
96,752
+12,735
177
$1.61M 0.02%
24,750
178
$1.6M 0.02%
38,271
-2,598
179
$1.59M 0.02%
8,057
+4,246
180
$1.58M 0.02%
8,987
-28
181
$1.58M 0.02%
15,190
-36
182
$1.57M 0.02%
43,949
+21,779
183
$1.56M 0.02%
12,512
+6,591
184
$1.55M 0.02%
52,823
+27,826
185
$1.54M 0.02%
6,918
+3,645
186
$1.53M 0.02%
14,122
+7,957
187
$1.48M 0.02%
63,455
+35,599
188
$1.48M 0.02%
33,490
-4,100
189
$1.48M 0.02%
42,273
+3,712
190
$1.47M 0.02%
8,331
+4,028
191
$1.46M 0.02%
23,055
192
$1.44M 0.02%
6,020
+1,080
193
$1.43M 0.02%
23,227
+12,234
194
$1.43M 0.02%
21,076
-1,140
195
$1.43M 0.02%
4,081
+2,154
196
$1.42M 0.02%
3,040
-124
197
$1.41M 0.02%
44,673
+23,531
198
$1.4M 0.02%
13,660
199
$1.4M 0.02%
55,240
200
$1.36M 0.02%
4,962
+818
6 7
8
9 10