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
$6.93B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$13.8M
3
+$13.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.2M

Top Sells

1
+$32.9M
2
+$12.7M
3
+$10M
4
AAPL icon
Apple
AAPL
+$9.96M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$7.19M

Sector Composition

1 Financials 22.94%
2 Technology 20.01%
3 Consumer Discretionary 10.41%
4 Healthcare 9.17%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.36M 0.02%
4,514
-839
202
$1.34M 0.02%
17,963
203
$1.34M 0.02%
45,048
+21,481
204
$1.33M 0.02%
16,060
-10
205
$1.33M 0.02%
42,390
206
$1.31M 0.02%
51,847
-700
207
$1.29M 0.02%
8,718
+4,589
208
$1.29M 0.02%
6,177
-2,454
209
$1.29M 0.02%
5,546
210
$1.28M 0.02%
25,793
+14,589
211
$1.28M 0.02%
29,966
+15,786
212
$1.23M 0.02%
6,720
+3,041
213
$1.22M 0.02%
5,400
+2,846
214
$1.17M 0.02%
23,794
+970
215
$1.17M 0.02%
24,873
+11,234
216
$1.16M 0.02%
12,366
-795
217
$1.16M 0.02%
4,377
218
$1.11M 0.02%
26,150
-500
219
$1.1M 0.02%
4,447
+2,426
220
$1.09M 0.02%
38,653
-3,333
221
$1.08M 0.02%
9,875
-637
222
$1.07M 0.02%
20,479
+12,392
223
$1.07M 0.02%
10,408
-780
224
$1.07M 0.02%
47,518
-150
225
$1.06M 0.02%
3,955
-37
7 8
9
10 11