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
$600M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.96M
3
+$1.34M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$701K
5
AMGN icon
Amgen
AMGN
+$618K

Top Sells

1
+$2.49M
2
+$2.25M
3
+$1.06M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$665K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$432K

Sector Composition

1 Financials 20.06%
2 Healthcare 10.28%
3 Industrials 8.11%
4 Technology 8.03%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33M 5.5%
316,814
-6,380
2
$31.6M 5.26%
146
-2
3
$27.6M 4.59%
890,865
+43,185
4
$26M 4.33%
920,604
-6,852
5
$25.2M 4.2%
238,973
-3,418
6
$21.4M 3.56%
344,112
+11,290
7
$21.1M 3.52%
146,205
+1,035
8
$17.8M 2.97%
175,039
-1,343
9
$16.4M 2.73%
168,186
-10,850
10
$15.2M 2.53%
333,705
+73,570
11
$13.3M 2.22%
127,550
-695
12
$9.86M 1.64%
6,699
-103
13
$9.77M 1.63%
26,966
-660
14
$9.72M 1.62%
89,351
-825
15
$9.49M 1.58%
102,173
+3,910
16
$8.8M 1.47%
85,513
+91
17
$8.73M 1.45%
197,220
-1,640
18
$7.84M 1.31%
194,900
-300
19
$7.75M 1.29%
33,658
-403
20
$7.23M 1.2%
185,940
-200
21
$7.09M 1.18%
169,400
-1,300
22
$6.85M 1.14%
57,998
-1,200
23
$6.84M 1.14%
70,318
-1,006
24
$6.65M 1.11%
94,318
-3,130
25
$6.31M 1.05%
99,732
-1,425
1
2 3 4 5