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
$550M
AUM Growth
-$9.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.15M
3
+$1.02M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$830K
5
FDX icon
FedEx
FDX
+$614K

Top Sells

1
+$24.5M
2
+$471K
3
+$395K
4
PNC icon
PNC Financial Services
PNC
+$360K
5
TD icon
Toronto Dominion Bank
TD
+$343K

Sector Composition

1 Financials 21.22%
2 Healthcare 10.94%
3 Technology 8.42%
4 Industrials 7.48%
5 Consumer Staples 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.7M 5.93%
153
-115
2
$32.5M 5.9%
325,279
+16,004
3
$24.4M 4.44%
896,232
+20,424
4
$23.8M 4.32%
824,540
+28,780
5
$21.7M 3.94%
219,271
+11,597
6
$20.4M 3.71%
144,034
+126
7
$18.2M 3.31%
323,898
+7,114
8
$16.7M 3.03%
176,519
+2,115
9
$13.1M 2.39%
164,988
+6,807
10
$12.3M 2.24%
123,225
+4,541
11
$9.41M 1.71%
94,739
+2,573
12
$9.34M 1.7%
193,017
+9,232
13
$9.3M 1.69%
27,312
+582
14
$9M 1.64%
87,866
+1,418
15
$8.82M 1.6%
204,400
+12,180
16
$8.74M 1.59%
6,782
+90
17
$8.71M 1.58%
32,492
+92
18
$7.84M 1.43%
82,228
+1,936
19
$7.6M 1.38%
110,638
-2,146
20
$7.44M 1.35%
75,794
-1,087
21
$7.25M 1.32%
190,080
+2,260
22
$7.05M 1.28%
112,480
-1,007
23
$6.92M 1.26%
185,720
24
$6.4M 1.16%
59,173
+1,062
25
$5.9M 1.07%
85,154
+4,498
1
2 3 4 5