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
$2.62B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.31M
3
+$4.25M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.41M
5
CRM icon
Salesforce
CRM
+$3.39M

Top Sells

1
+$11.5M
2
+$6.65M
3
+$6.35M
4
FDX icon
FedEx
FDX
+$4.72M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.31M

Sector Composition

1 Financials 22.91%
2 Technology 13.06%
3 Industrials 9.66%
4 Consumer Discretionary 8.58%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$126M 4.8%
2,248,348
-68,600
2
$104M 3.98%
335
-8
3
$99.4M 3.79%
2,572,250
-111,485
4
$94.7M 3.61%
1,216,498
+43,781
5
$88.9M 3.39%
327,452
-873
6
$81.3M 3.1%
501,722
-9,215
7
$71.5M 2.73%
514,094
+6,692
8
$67.4M 2.57%
323,895
+190
9
$64.4M 2.46%
1,054,960
+12,540
10
$60.2M 2.3%
376,932
-19,685
11
$60.1M 2.29%
349,663
+4,326
12
$56.3M 2.15%
649,000
+10,600
13
$48.7M 1.86%
379,622
-11,300
14
$44.9M 1.71%
900,625
-133,296
15
$42.2M 1.61%
21,488
+47
16
$40.7M 1.55%
91,434
+1,296
17
$39.6M 1.51%
303,855
-4,180
18
$36.8M 1.4%
312,402
+12,153
19
$33.6M 1.28%
369,572
-15,675
20
$33.6M 1.28%
144,790
+619
21
$29.7M 1.13%
250,797
-3,911
22
$29.1M 1.11%
133,932
+5,903
23
$29M 1.11%
76,231
-314
24
$28.6M 1.09%
260,388
+7,764
25
$28.2M 1.07%
699,316
+114,577
1
2 3 4 5