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
$444M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$719K
2
+$680K
3
+$615K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$572K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$552K

Top Sells

1
+$669K
2
+$559K
3
+$544K
4
PNC icon
PNC Financial Services
PNC
+$445K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$356K

Sector Composition

1 Financials 23.64%
2 Technology 9.56%
3 Industrials 9.29%
4 Healthcare 7.32%
5 Consumer Staples 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.1M 11.06%
276
-2
2
$23.3M 5.26%
271,655
+5,195
3
$19.6M 4.41%
208,210
+4,480
4
$19.1M 4.29%
712,695
+21,365
5
$15.8M 3.56%
289,384
+8,704
6
$15.4M 3.46%
767,004
+33,964
7
$13.8M 3.1%
116,267
+4,643
8
$13.3M 2.99%
158,840
-1,930
9
$10.4M 2.34%
123,652
+8,554
10
$7.9M 1.78%
282,937
+2,972
11
$7.89M 1.78%
106,276
+940
12
$7.19M 1.62%
57,556
-2,236
13
$6.76M 1.52%
88,313
-520
14
$6.75M 1.52%
148,588
+8,430
15
$6.55M 1.48%
77,530
+350
16
$6.55M 1.47%
93,211
+3,024
17
$6.47M 1.46%
154,896
+7,897
18
$6.29M 1.42%
82,682
+3,550
19
$6.06M 1.36%
62,444
+4,440
20
$5.65M 1.27%
84,220
+8,225
21
$5.48M 1.23%
66,100
+5,020
22
$5.3M 1.19%
76,685
+2,450
23
$5.12M 1.15%
67,044
+1,670
24
$5.06M 1.14%
58,107
+3,500
25
$4.97M 1.12%
15,715
+160
1
2 3 4 5