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
$3.42B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$6.79M
3
+$4.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.49M
5
BWXT icon
BWX Technologies
BWXT
+$3.42M

Top Sells

1
+$5.82M
2
+$5.25M
3
+$4.81M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$4.69M
5
AMGN icon
Amgen
AMGN
+$2.89M

Sector Composition

1 Financials 21.44%
2 Technology 16.56%
3 Consumer Discretionary 10.99%
4 Communication Services 8.73%
5 Healthcare 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$264K 0.01%
4,875
-25
202
$263K 0.01%
3,470
-300
203
$258K 0.01%
1,425
-525
204
$257K 0.01%
1,287
-242
205
$250K 0.01%
2,000
-2,260
206
$237K 0.01%
1,804
207
$225K 0.01%
695
208
$220K 0.01%
+6,037
209
$217K 0.01%
+4,235
210
$202K 0.01%
1,425
-712
211
– –
-6,000
212
– –
-2,341
213
– –
-4,049
214
– –
-11,600
215
– –
-101
216
– –
-1,642
217
– –
-1,901
218
– –
-2,950
219
– –
-9,710
5 6 7 8
9