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
$1.06B
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.7M
3
+$13M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$10.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$8.26M

Top Sells

1
+$1.33M
2
+$1.02M
3
+$856K
4
DD
Du Pont De Nemours E I
DD
+$558K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$51.5K

Sector Composition

1 Financials 26.33%
2 Healthcare 9.86%
3 Industrials 8.78%
4 Technology 8.44%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$99.5M 9.42%
362
+3
2
$48.6M 4.6%
1,260,744
+382,188
3
$45.9M 4.35%
1,283,025
+230,975
4
$38.5M 3.64%
307,544
+9,590
5
$38.4M 3.63%
516,915
+104,579
6
$37.9M 3.59%
718,973
+194,468
7
$37.3M 3.53%
263,819
+91,842
8
$32.1M 3.04%
276,437
+128,579
9
$31.8M 3.01%
173,460
+38,075
10
$28.1M 2.66%
237,345
+11,775
11
$27.7M 2.62%
189,727
+54,902
12
$17.9M 1.69%
9,753
+2,852
13
$17.4M 1.65%
38,918
+10,935
14
$16.9M 1.6%
143,522
+53,084
15
$15.4M 1.46%
138,481
+43,661
16
$15.2M 1.44%
144,227
+56,828
17
$14.7M 1.39%
301,320
+97,260
18
$14.2M 1.34%
295,200
+94,940
19
$14M 1.32%
141,799
+39,660
20
$13.8M 1.31%
288,080
+84,340
21
$13.6M 1.29%
104,893
+40,784
22
$12.2M 1.16%
221,651
+65,160
23
$12M 1.14%
125,509
+40,197
24
$11.8M 1.12%
52,243
+16,397
25
$11.2M 1.06%
100,697
+25,860
1
2 3 4 5