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
$2.17B
AUM Growth
+$933M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17.8M
3
+$17.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$17.5M
5
UNP icon
Union Pacific
UNP
+$16.1M

Top Sells

1
+$1.2M
2
+$253K
3
+$219K
4
AZO icon
AutoZone
AZO
+$213K
5
LECO icon
Lincoln Electric
LECO
+$180K

Sector Composition

1 Financials 18.25%
2 Industrials 7.72%
3 Technology 7.47%
4 Healthcare 6.38%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$109M 5.03%
366
+14
2
$70.1M 3.22%
1,671,344
+418,472
3
$68.3M 3.14%
1,820,255
+475,490
4
$67.6M 3.11%
1,243,073
+367,184
5
$58.9M 2.71%
764,969
+227,638
6
$53.6M 2.47%
399,018
+119,411
7
$52.4M 2.41%
299,238
+38,299
8
$51.9M 2.39%
260,044
+78,605
9
$49.5M 2.28%
363,921
+62,326
10
$40.1M 1.85%
334,624
+96,549
11
$26.3M 1.21%
363,780
+69,220
12
$25.7M 1.18%
225,025
+79,350
13
$25.2M 1.16%
46,564
+7,382
14
$23.8M 1.1%
72,629
+37,160
15
$23.8M 1.09%
266,522
+66,752
16
$23.3M 1.07%
182,088
+69,229
17
$22.3M 1.03%
202,836
+74,757
18
$22.2M 1.02%
428,060
+122,200
19
$22.1M 1.01%
10,599
+802
20
$21.7M 1%
181,627
+36,555
21
$20.4M 0.94%
186,682
+48,868
22
$20.4M 0.94%
84,773
+31,280
23
$19.4M 0.89%
192,799
+45,898
24
$19.1M 0.88%
107,385
+42,190
25
$18.4M 0.84%
201,175
+94,912
1
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