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
$2.17B
AUM Growth
+$933M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17.8M
3
+$17.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$17.5M
5
UNP icon
Union Pacific
UNP
+$16.1M

Top Sells

1
+$1.2M
2
+$253K
3
+$219K
4
AZO icon
AutoZone
AZO
+$213K
5
LECO icon
Lincoln Electric
LECO
+$180K

Sector Composition

1 Financials 18.25%
2 Industrials 7.72%
3 Technology 7.47%
4 Healthcare 6.38%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$330K 0.02%
+2,425
202
$320K 0.01%
2,800
-75
203
$317K 0.01%
3,760
204
$310K 0.01%
+4,012
205
$287K 0.01%
15,471
+4,200
206
$271K 0.01%
5,343
+475
207
$268K 0.01%
9,280
-1,170
208
$267K 0.01%
3,141
+161
209
$254K 0.01%
+4,373
210
$253K 0.01%
6,212
-600
211
$250K 0.01%
12,288
-336
212
$250K 0.01%
8,000
213
$246K 0.01%
1,708
+100
214
$244K 0.01%
+1,580
215
$241K 0.01%
4,000
-1,650
216
$240K 0.01%
+2,532
217
$236K 0.01%
+3,643
218
$229K 0.01%
4,184
219
$226K 0.01%
12,000
-350
220
$223K 0.01%
+6,344
221
$221K 0.01%
2,300
+150
222
$221K 0.01%
+1,465
223
$216K 0.01%
+3,322
224
$212K 0.01%
+1,691
225
$211K 0.01%
+13,980
6 7 8
9
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