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
$379M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$19.4M
3
+$17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$12.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.14%
2 Technology 9.09%
3 Industrials 8.61%
4 Healthcare 6.54%
5 Consumer Staples 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.2M 13.26%
+298
2
$19.4M 5.12%
+266,540
3
$17M 4.49%
+203,015
4
$15.8M 4.16%
+683,065
5
$12.5M 3.3%
+277,152
6
$12.1M 3.2%
+108,359
7
$9.54M 2.52%
+166,080
8
$9.47M 2.5%
+668,556
9
$7.93M 2.09%
+102,746
10
$6.86M 1.81%
+57,952
11
$6.07M 1.6%
+99,281
12
$5.8M 1.53%
+264,387
13
$5.57M 1.47%
+144,539
14
$5.56M 1.47%
+56,129
15
$5.51M 1.45%
+133,479
16
$5.43M 1.43%
+87,945
17
$5.38M 1.42%
+85,658
18
$5.05M 1.33%
+76,737
19
$4.82M 1.27%
+58,944
20
$4.51M 1.19%
+73,190
21
$4.4M 1.16%
+50,817
22
$4.34M 1.15%
+74,280
23
$4.13M 1.09%
+50,127
24
$4.11M 1.08%
+71,715
25
$4.01M 1.06%
+63,449
1
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