BIM

Bridges Investment Management Portfolio holdings

AUM $7.38B
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.82B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$50.3M
3
+$38.9M
4
LOW icon
Lowe's Companies
LOW
+$12.2M
5
SYK icon
Stryker
SYK
+$11.2M

Top Sells

1
+$60.2M
2
+$20.7M
3
+$17.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.1M
5
LMT icon
Lockheed Martin
LMT
+$13.8M

Sector Composition

1 Technology 22.8%
2 Financials 20.39%
3 Consumer Discretionary 11.14%
4 Industrials 8.6%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.97M 0.03%
28,284
+187
177
$1.97M 0.03%
4,874
+219
178
$1.97M 0.03%
32,560
+7,810
179
$1.96M 0.03%
14,550
+876
180
$1.94M 0.02%
25,635
+983
181
$1.93M 0.02%
28,555
+1,708
182
$1.93M 0.02%
20,178
-3,528
183
$1.92M 0.02%
18,240
+1,200
184
$1.91M 0.02%
6,249
-209
185
$1.89M 0.02%
77,967
+4,716
186
$1.88M 0.02%
8,560
-3,350
187
$1.84M 0.02%
25,139
+1,517
188
$1.8M 0.02%
6,383
+1,862
189
$1.76M 0.02%
54,862
+3,310
190
$1.76M 0.02%
5,364
+686
191
$1.74M 0.02%
9,185
+198
192
$1.74M 0.02%
3,493
+206
193
$1.74M 0.02%
6,653
+433
194
$1.73M 0.02%
18,295
+1,960
195
$1.71M 0.02%
10,077
+557
196
$1.67M 0.02%
60,225
+3,630
197
$1.65M 0.02%
13,666
+6
198
$1.65M 0.02%
36,083
-5,865
199
$1.63M 0.02%
6,420
+400
200
$1.63M 0.02%
5,451
+348
6 7
8
9 10