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
$2.22B
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$4.5M
3
+$4.34M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.11M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.06M

Top Sells

1
+$1.46M
2
+$1.41M
3
+$877K
4
QCOM icon
Qualcomm
QCOM
+$829K
5
TWX
Time Warner Inc
TWX
+$826K

Sector Composition

1 Financials 17.89%
2 Industrials 7.96%
3 Technology 7.9%
4 Healthcare 6.43%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$368K 0.02%
3,345
202
$364K 0.02%
4,150
203
$361K 0.02%
2,800
204
$351K 0.02%
1,139
205
$348K 0.02%
2,235
206
$332K 0.01%
6,538
+720
207
$331K 0.01%
4,187
+175
208
$327K 0.01%
10,250
209
$324K 0.01%
15,246
-225
210
$307K 0.01%
2,425
211
$305K 0.01%
3,643
212
$300K 0.01%
6,083
+740
213
$288K 0.01%
3,535
-225
214
$285K 0.01%
8,223
+1,879
215
$275K 0.01%
4,184
+184
216
$269K 0.01%
6,345
+133
217
$266K 0.01%
+3,885
218
$262K 0.01%
9,280
219
$259K 0.01%
8,000
220
$254K 0.01%
1,608
-100
221
$252K 0.01%
2,250
-50
222
$252K 0.01%
1,465
223
$250K 0.01%
1,470
-110
224
$250K 0.01%
12,288
225
$248K 0.01%
4,373
6 7 8
9
10