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
$1.24B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$3.12M
3
+$2.34M
4
MLM icon
Martin Marietta Materials
MLM
+$2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.86M

Top Sells

1
+$2.98M
2
+$1.83M
3
+$1.5M
4
LVLT
Level 3 Communications Inc
LVLT
+$1.48M
5
GE icon
GE Aerospace
GE
+$1.44M

Sector Composition

1 Financials 24.41%
2 Industrials 8.32%
3 Technology 7.95%
4 Healthcare 7.59%
5 Consumer Discretionary 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$105M 8.43%
352
-10
2
$53M 4.27%
1,252,872
-7,872
3
$51M 4.11%
1,344,765
+61,740
4
$47.9M 3.86%
875,889
+156,916
5
$41.3M 3.32%
537,331
+20,416
6
$40.6M 3.27%
301,595
-5,949
7
$39.5M 3.18%
260,939
-2,880
8
$37.5M 3.02%
279,607
+3,170
9
$36M 2.9%
181,439
+7,979
10
$29.6M 2.38%
238,075
+730
11
$20.8M 1.68%
199,770
+10,043
12
$20.1M 1.62%
39,182
+264
13
$18.2M 1.47%
145,675
+2,153
14
$17.2M 1.39%
294,560
+6,480
15
$17M 1.37%
9,797
+44
16
$16.5M 1.33%
145,072
+845
17
$16.5M 1.33%
137,814
-667
18
$16.1M 1.3%
305,860
+4,540
19
$15.8M 1.27%
146,901
+5,102
20
$15.8M 1.27%
112,859
+7,966
21
$15.6M 1.26%
298,820
+3,620
22
$13.7M 1.1%
128,079
+2,570
23
$13.3M 1.07%
53,493
+1,250
24
$13.1M 1.05%
215,921
-5,730
25
$12.9M 1.03%
129,083
-1,750
1
2 3 4 5