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
$7.15B
AUM Growth
-$755K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$15.3M
3
+$8.74M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.05M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.71M

Top Sells

1
+$18.1M
2
+$9.23M
3
+$8.5M
4
GNRC icon
Generac Holdings
GNRC
+$8.41M
5
BWXT icon
BWX Technologies
BWXT
+$7.66M

Sector Composition

1 Technology 22.53%
2 Financials 20.64%
3 Consumer Discretionary 11.23%
4 Healthcare 8.62%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$998K 0.01%
24,997
+18,056
202
$997K 0.01%
2,375
+785
203
$996K 0.01%
1,986
+283
204
$989K 0.01%
13,360
-3,268
205
$980K 0.01%
7,040
-1,613
206
$979K 0.01%
26,650
207
$959K 0.01%
3,946
+609
208
$959K 0.01%
4,897
209
$956K 0.01%
41,986
+1,524
210
$949K 0.01%
30,910
+4,510
211
$948K 0.01%
11,590
212
$927K 0.01%
16,918
+5,500
213
$913K 0.01%
10,767
+3,940
214
$909K 0.01%
14,854
+7,799
215
$904K 0.01%
3,242
+1
216
$900K 0.01%
24,978
+3,408
217
$897K 0.01%
47,270
+13,610
218
$878K 0.01%
7,474
219
$878K 0.01%
1,927
+867
220
$877K 0.01%
3,811
+588
221
$862K 0.01%
4,965
+207
222
$846K 0.01%
5,921
+1,977
223
$845K 0.01%
23,567
+2,533
224
$843K 0.01%
27,856
+16,779
225
$839K 0.01%
5,040
-420
7 8
9
10 11