BIM

Bridges Investment Management Portfolio holdings

AUM $7.38B
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.82B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$50.3M
3
+$38.9M
4
LOW icon
Lowe's Companies
LOW
+$12.2M
5
SYK icon
Stryker
SYK
+$11.2M

Top Sells

1
+$60.2M
2
+$20.7M
3
+$17.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.1M
5
LMT icon
Lockheed Martin
LMT
+$13.8M

Sector Composition

1 Technology 22.8%
2 Financials 20.39%
3 Consumer Discretionary 11.14%
4 Industrials 8.6%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.59M 0.02%
5,524
202
$1.58M 0.02%
42,290
-10,950
203
$1.56M 0.02%
2,530
-145
204
$1.52M 0.02%
17,106
205
$1.5M 0.02%
5,027
+302
206
$1.5M 0.02%
36,776
+2,206
207
$1.48M 0.02%
7,934
-3,745
208
$1.45M 0.02%
17,807
+1,744
209
$1.44M 0.02%
42,390
210
$1.44M 0.02%
3,030
-1
211
$1.44M 0.02%
29,776
+1,583
212
$1.41M 0.02%
+15,571
213
$1.39M 0.02%
14,450
+900
214
$1.38M 0.02%
23,072
215
$1.38M 0.02%
10,488
216
$1.33M 0.02%
4,287
-2,370
217
$1.32M 0.02%
3,971
+107
218
$1.3M 0.02%
51,213
-400
219
$1.28M 0.02%
10,640
+8,700
220
$1.25M 0.02%
8,815
+517
221
$1.25M 0.02%
7,310
222
$1.22M 0.02%
4,387
223
$1.2M 0.02%
8,032
+418
224
$1.19M 0.02%
42,130
+1,478
225
$1.19M 0.02%
10,693
+633
7 8
9
10 11