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
$2.22B
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$4.5M
3
+$4.34M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.11M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.06M

Top Sells

1
+$1.46M
2
+$1.41M
3
+$877K
4
QCOM icon
Qualcomm
QCOM
+$829K
5
TWX
Time Warner Inc
TWX
+$826K

Sector Composition

1 Financials 17.89%
2 Industrials 7.96%
3 Technology 7.9%
4 Healthcare 6.43%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$102M 4.58%
361
-5
2
$79.5M 3.57%
1,717,532
+46,188
3
$75.4M 3.39%
1,935,750
+115,495
4
$67.9M 3.05%
813,623
+48,654
5
$67.6M 3.04%
1,304,786
+61,713
6
$63.7M 2.87%
449,902
+50,884
7
$59.2M 2.66%
301,228
+1,990
8
$52.8M 2.38%
367,481
+3,560
9
$49.8M 2.24%
266,602
+6,558
10
$41.6M 1.87%
342,993
+8,369
11
$31.8M 1.43%
373,900
+10,120
12
$28.8M 1.29%
227,492
+2,467
13
$25.7M 1.16%
455,600
+27,540
14
$24.9M 1.12%
187,631
+6,004
15
$24.7M 1.11%
73,618
+989
16
$24.2M 1.09%
48,399
+1,835
17
$23.1M 1.04%
190,306
+8,218
18
$22.3M 1%
281,205
+14,683
19
$21.9M 0.99%
210,337
+7,501
20
$21.8M 0.98%
221,048
+19,873
21
$21.8M 0.98%
10,742
+143
22
$21.7M 0.98%
111,217
+3,832
23
$20.7M 0.93%
197,741
+4,942
24
$20.2M 0.91%
185,862
-820
25
$20M 0.9%
87,996
+3,223
1
2 3 4 5