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
$577M
AUM Growth
+$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.05M
3
+$960K
4
FDX icon
FedEx
FDX
+$936K
5
AMP icon
Ameriprise Financial
AMP
+$928K

Top Sells

1
+$2.47M
2
+$2.18M
3
+$860K
4
ILF icon
iShares Latin America 40 ETF
ILF
+$791K
5
GE icon
GE Aerospace
GE
+$422K

Sector Composition

1 Financials 24.18%
2 Healthcare 11.47%
3 Technology 9.34%
4 Industrials 7.29%
5 Consumer Staples 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.7M 9.84%
277
-1
2
$29.2M 5.06%
294,930
-160
3
$27.1M 4.7%
864,988
+5,388
4
$23.4M 4.07%
781,715
+9,075
5
$20.5M 3.55%
198,302
+2,265
6
$18.4M 3.18%
134,865
+4,740
7
$18M 3.13%
305,774
+4,634
8
$16.4M 2.84%
175,084
+269
9
$14.3M 2.48%
149,692
+7,412
10
$13M 2.26%
112,511
+7,430
11
$10.5M 1.82%
91,945
+934
12
$10.2M 1.76%
114,376
+678
13
$10M 1.73%
177,741
+1,760
14
$9.96M 1.73%
375,500
+11,804
15
$9.8M 1.7%
32,287
+280
16
$8.24M 1.43%
23,819
+1,460
17
$7.81M 1.36%
83,715
+1,757
18
$7.68M 1.33%
79,586
+3,225
19
$7.49M 1.3%
118,024
+15,124
20
$7.48M 1.3%
6,495
+396
21
$7.09M 1.23%
80,608
-820
22
$6.89M 1.19%
109,952
-134
23
$6.79M 1.18%
100,697
+1,970
24
$6.35M 1.1%
160,362
+5,090
25
$6.18M 1.07%
77,148
+1,675
1
2 3 4 5