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
+$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$5.41M
3
+$2.96M
4
CHE icon
Chemed
CHE
+$1.54M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.53M

Top Sells

1
+$12.3M
2
+$10.3M
3
+$8.57M
4
ROP icon
Roper Technologies
ROP
+$6.65M
5
ABT icon
Abbott
ABT
+$5.24M

Sector Composition

1 Financials 21.16%
2 Technology 17.48%
3 Consumer Discretionary 9.51%
4 Communication Services 7.56%
5 Healthcare 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$283K 0.01%
1,926
+90
202
$281K 0.01%
6,000
203
$276K 0.01%
3,095
204
$274K 0.01%
4,846
-158
205
$271K 0.01%
1,600
206
$271K 0.01%
929
207
$269K 0.01%
695
208
$257K 0.01%
802
+15
209
$256K 0.01%
2,067
210
$231K 0.01%
4,975
-58
211
$229K 0.01%
1,100
212
$225K 0.01%
1,375
213
$219K 0.01%
984
-1,389
214
$217K 0.01%
7,500
-919
215
$215K 0.01%
+2,000
216
$214K 0.01%
+5,700
217
$212K 0.01%
1,218
-411
218
– –
-1,571
219
– –
-1,741
220
– –
-9,400
221
– –
-4,235
222
– –
-5,640
223
– –
-4,100
224
– –
-16,400
5 6 7 8
9