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
$2.45B
AUM Growth
+$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$8.04M
3
+$7.32M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.81M
5
FDX icon
FedEx
FDX
+$4.76M

Top Sells

1
+$6.86M
2
+$6.63M
3
+$5.75M
4
GILD icon
Gilead Sciences
GILD
+$5.66M
5
STZ icon
Constellation Brands
STZ
+$5.6M

Sector Composition

1 Financials 21.71%
2 Technology 11.28%
3 Industrials 10.08%
4 Healthcare 9.16%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$110M 4.47%
2,308,960
+94,484
2
$106M 4.34%
353
-5
3
$98.4M 4.01%
2,597,215
+193,355
4
$86.1M 3.51%
1,115,610
+88,304
5
$85.8M 3.5%
513,184
-4,293
6
$73.6M 3%
312,382
+4,157
7
$66.1M 2.7%
328,935
+15,410
8
$62.5M 2.55%
1,245,574
-20,121
9
$59.3M 2.42%
391,622
+8,445
10
$58.1M 2.37%
987,520
+46,760
11
$55.2M 2.25%
467,895
+31,437
12
$53.5M 2.18%
600,980
+29,740
13
$51.3M 2.09%
328,558
+25,163
14
$48M 1.96%
388,803
+9,887
15
$45.8M 1.87%
485,517
-70,268
16
$38M 1.55%
88,926
+5,065
17
$36.3M 1.48%
20,829
+1,471
18
$34.4M 1.41%
310,139
+7,430
19
$32.7M 1.33%
180,165
+26,250
20
$31.6M 1.29%
256,751
+994
21
$30.5M 1.25%
373,521
+24,247
22
$29.7M 1.21%
120,251
+16,529
23
$29.6M 1.21%
211,448
-3,240
24
$28.6M 1.17%
74,953
-6,301
25
$28M 1.14%
145,914
+4,986
1
2 3 4 5