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
$560M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$7.31M
3
+$3.03M
4
CMCSA icon
Comcast
CMCSA
+$3.02M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.43M

Top Sells

1
+$7.2M
2
+$5.27M
3
+$4.09M
4
EBAY icon
eBay
EBAY
+$3.65M
5
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$3.02M

Sector Composition

1 Financials 24.54%
2 Healthcare 11.78%
3 Technology 7.86%
4 Industrials 6.72%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53M 9.47%
268
-9
2
$30.8M 5.5%
309,275
+14,345
3
$23M 4.12%
875,808
+10,820
4
$22.2M 3.96%
795,760
+14,045
5
$20.3M 3.63%
207,674
+9,372
6
$19M 3.4%
143,908
+9,043
7
$17.4M 3.12%
316,784
+11,010
8
$17M 3.03%
174,404
-680
9
$14.2M 2.54%
118,684
+6,173
10
$12.4M 2.21%
158,181
+8,489
11
$10.1M 1.81%
32,400
+113
12
$9.99M 1.79%
183,785
+6,044
13
$9.86M 1.76%
112,784
-1,592
14
$9.69M 1.73%
92,166
+221
15
$9.1M 1.63%
26,730
+2,911
16
$8.64M 1.54%
86,448
+2,733
17
$8.53M 1.52%
6,692
+197
18
$8.34M 1.49%
+192,220
19
$7.31M 1.31%
+187,820
20
$7.22M 1.29%
80,292
+706
21
$7.05M 1.26%
185,720
-189,780
22
$6.76M 1.21%
76,881
-267
23
$6.61M 1.18%
113,487
+1,894
24
$5.97M 1.07%
58,111
+2,149
25
$5.82M 1.04%
80,656
+48
1
2 3 4 5