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
$479M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.63M
3
+$1.63M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.62M
5
GILD icon
Gilead Sciences
GILD
+$1.57M

Top Sells

1
+$1.42M
2
+$1.24M
3
+$1.17M
4
VMI icon
Valmont Industries
VMI
+$1.06M
5
WAT icon
Waters Corp
WAT
+$953K

Sector Composition

1 Financials 24.11%
2 Industrials 8.96%
3 Technology 8.8%
4 Healthcare 8.16%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.5M 11.38%
291
+15
2
$25.1M 5.25%
290,380
+18,725
3
$21.4M 4.47%
222,009
+13,799
4
$20.4M 4.25%
740,370
+27,675
5
$15.8M 3.29%
126,218
+9,951
6
$15.8M 3.29%
286,364
-3,020
7
$15.5M 3.24%
810,684
+43,680
8
$12.2M 2.54%
129,504
+5,852
9
$11.9M 2.49%
159,385
+545
10
$8.33M 1.74%
105,591
-685
11
$7.96M 1.66%
286,630
+3,693
12
$7.69M 1.61%
154,611
+6,023
13
$7.59M 1.58%
101,056
+7,845
14
$7.46M 1.56%
62,713
+5,157
15
$7.01M 1.46%
90,863
+2,550
16
$6.83M 1.43%
69,680
+7,236
17
$6.64M 1.39%
98,817
+14,597
18
$6.42M 1.34%
85,415
+2,733
19
$6.28M 1.31%
78,402
+11,358
20
$6.22M 1.3%
151,761
-3,135
21
$6.11M 1.27%
87,460
+9,930
22
$6.09M 1.27%
79,705
+3,020
23
$6M 1.25%
29,157
+925
24
$5.96M 1.24%
71,347
+5,247
25
$5.92M 1.24%
18,842
+3,127
1
2 3 4 5