BIM

Bridges Investment Management Portfolio holdings

AUM $7.88B
1-Year Est. Return 18.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.18B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$5.81M
3
+$4.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.44M
5
BWXT icon
BWX Technologies
BWXT
+$3.35M

Top Sells

1
+$24.8M
2
+$15.9M
3
+$14.9M
4
AMZN icon
Amazon
AMZN
+$14.7M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.9M

Sector Composition

1 Financials 21.6%
2 Technology 16.88%
3 Consumer Discretionary 9.34%
4 Communication Services 7.78%
5 Healthcare 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$250K 0.01%
3,095
202
$250K 0.01%
695
203
$249K 0.01%
1,836
204
$247K 0.01%
1,629
-376
205
$238K 0.01%
1,600
-200
206
$237K 0.01%
2,067
207
$230K 0.01%
1,375
208
$230K 0.01%
5,033
209
$228K 0.01%
+787
210
$227K 0.01%
3,800
-500
211
$225K 0.01%
5,640
212
$224K 0.01%
8,419
213
$224K 0.01%
4,235
214
$216K 0.01%
1,100
215
$213K 0.01%
1,741
-100
216
– –
-2,000
217
– –
-1,746
218
– –
-3,470
219
– –
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220
– –
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221
– –
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5 6 7 8
9