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
$3.25B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$3.9M
3
+$2.41M
4
META icon
Meta Platforms (Facebook)
META
+$1.97M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.5M

Top Sells

1
+$13M
2
+$10.7M
3
+$5.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.93M
5
ILMN icon
Illumina
ILMN
+$3.97M

Sector Composition

1 Financials 21.2%
2 Technology 17.87%
3 Consumer Discretionary 11.13%
4 Communication Services 8.13%
5 Healthcare 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$276K 0.01%
+7,861
202
$276K 0.01%
3,770
203
$273K 0.01%
1,529
-50
204
$258K 0.01%
2,137
-838
205
$257K 0.01%
2,950
206
$254K 0.01%
2,341
-1,750
207
$254K 0.01%
1,704
-315
208
$252K 0.01%
4,900
209
$214K 0.01%
+1,804
210
$212K 0.01%
695
-234
211
$95K ﹤0.01%
11,600
-2,034
212
– –
-7,788
213
– –
-19,404
214
– –
-6,996
215
– –
-12,577
216
– –
-2,504
5 6 7 8
9