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
$705M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$54.2M
2
+$4.08M
3
+$2.92M
4
ING icon
ING
ING
+$2.82M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.86M

Top Sells

1
+$1.11M
2
+$815K
3
+$759K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$737K
5
WFC icon
Wells Fargo
WFC
+$551K

Sector Composition

1 Financials 27.4%
2 Healthcare 8.87%
3 Industrials 7.52%
4 Technology 7.34%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$89.8M 12.74%
368
+222
2
$34.1M 4.83%
324,759
+7,945
3
$32.4M 4.59%
979,025
+88,160
4
$27.8M 3.95%
248,489
+9,516
5
$27.3M 3.87%
942,352
+21,748
6
$25.5M 3.62%
371,122
+27,010
7
$24.3M 3.44%
148,848
+2,643
8
$18.8M 2.67%
426,165
+92,460
9
$18.6M 2.64%
180,167
+5,128
10
$17.1M 2.43%
165,145
-3,041
11
$15.2M 2.15%
131,023
+3,473
12
$10.8M 1.53%
28,333
+1,367
13
$10.7M 1.51%
102,185
+12
14
$10.5M 1.5%
89,587
+4,074
15
$10.3M 1.46%
187,213
-10,007
16
$10.1M 1.43%
6,899
+200
17
$10M 1.42%
95,866
+6,515
18
$8.17M 1.16%
206,100
+11,200
19
$7.9M 1.12%
90,588
+4,935
20
$7.82M 1.11%
85,521
+15,203
21
$7.63M 1.08%
112,787
+13,055
22
$7.48M 1.06%
193,900
+7,960
23
$7.48M 1.06%
64,942
+6,944
24
$7.33M 1.04%
34,880
+1,222
25
$7.25M 1.03%
83,978
-237
1
2 3 4 5