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
$2.62B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.31M
3
+$4.25M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.41M
5
CRM icon
Salesforce
CRM
+$3.39M

Top Sells

1
+$11.5M
2
+$6.65M
3
+$6.35M
4
FDX icon
FedEx
FDX
+$4.72M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.31M

Sector Composition

1 Financials 22.91%
2 Technology 13.06%
3 Industrials 9.66%
4 Consumer Discretionary 8.58%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$977K 0.04%
18,460
+9,760
202
$967K 0.04%
23,030
-1,290
203
$967K 0.04%
41,860
-3,560
204
$964K 0.04%
6,482
+1,434
205
$960K 0.04%
18,120
+1,780
206
$957K 0.04%
17,313
-489
207
$948K 0.04%
18,993
-4,555
208
$933K 0.04%
31,154
209
$929K 0.04%
26,170
+6,820
210
$909K 0.03%
6,230
211
$895K 0.03%
58,420
+13,770
212
$881K 0.03%
5,560
+540
213
$880K 0.03%
812
214
$880K 0.03%
16,390
215
$870K 0.03%
7,349
-2,145
216
$861K 0.03%
9,380
+920
217
$859K 0.03%
9,177
-400
218
$850K 0.03%
14,915
+4,779
219
$849K 0.03%
20,622
220
$847K 0.03%
8,500
+880
221
$829K 0.03%
6,560
-99
222
$821K 0.03%
9,446
+381
223
$810K 0.03%
28,940
-2,883
224
$806K 0.03%
3,632
225
$791K 0.03%
13,444
-125
7 8
9
10 11