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
$2.45B
AUM Growth
+$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$8.04M
3
+$7.32M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.81M
5
FDX icon
FedEx
FDX
+$4.76M

Top Sells

1
+$6.86M
2
+$6.63M
3
+$5.75M
4
GILD icon
Gilead Sciences
GILD
+$5.66M
5
STZ icon
Constellation Brands
STZ
+$5.6M

Sector Composition

1 Financials 21.71%
2 Technology 11.28%
3 Industrials 10.08%
4 Healthcare 9.16%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$878K 0.04%
26,887
+8,287
202
$872K 0.04%
18,730
+500
203
$871K 0.04%
52,327
+1,401
204
$871K 0.04%
10,117
-1,304
205
$864K 0.04%
6,230
+1,240
206
$863K 0.04%
10,914
-300
207
$856K 0.03%
13,683
-700
208
$854K 0.03%
23,725
-2,065
209
$826K 0.03%
15,801
210
$824K 0.03%
15,100
-3,900
211
$805K 0.03%
12,800
212
$784K 0.03%
21,653
-574
213
$782K 0.03%
5,520
214
$775K 0.03%
43,280
-62,800
215
$754K 0.03%
15,667
+2,560
216
$753K 0.03%
3,034
217
$745K 0.03%
24,650
+4,830
218
$735K 0.03%
12,851
219
$733K 0.03%
4,050
220
$732K 0.03%
12,078
221
$708K 0.03%
21,920
222
$707K 0.03%
28,834
-2,600
223
$703K 0.03%
2,450
224
$697K 0.03%
15,491
225
$682K 0.03%
10,221
-2,029
7 8
9
10 11