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
$3.25B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$3.9M
3
+$2.41M
4
META icon
Meta Platforms (Facebook)
META
+$1.97M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.5M

Top Sells

1
+$13M
2
+$10.7M
3
+$5.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.93M
5
ILMN icon
Illumina
ILMN
+$3.97M

Sector Composition

1 Financials 21.2%
2 Technology 17.87%
3 Consumer Discretionary 11.13%
4 Communication Services 8.13%
5 Healthcare 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$238M 7.33%
1,796,125
-97,761
2
$141M 4.33%
864,940
-12,260
3
$135M 4.17%
609,079
-6,435
4
$119M 3.66%
332,845
-7,607
5
$107M 3.31%
309
-3
6
$104M 3.2%
1,130,850
-23,390
7
$104M 3.2%
2,260,305
-24,505
8
$103M 3.18%
1,178,540
+6,860
9
$94.8M 2.92%
455,463
-18,770
10
$85.8M 2.64%
356,008
-20,424
11
$78.5M 2.41%
338,402
-13,238
12
$76.9M 2.37%
351,411
-1,275
13
$64.8M 1.99%
89,825
-3,225
14
$60.3M 1.86%
220,765
+7,202
15
$55M 1.69%
156,897
-76
16
$51.6M 1.59%
285,023
-5,625
17
$49.3M 1.52%
307,127
-4,590
18
$48.9M 1.5%
357,600
-10,054
19
$44M 1.35%
94,505
+2,124
20
$43.4M 1.34%
743,891
-36,283
21
$42.6M 1.31%
182,041
-10,052
22
$42.5M 1.31%
847,926
+29,942
23
$41.6M 1.28%
83,263
-715
24
$41.5M 1.28%
156,376
-2,939
25
$40.2M 1.24%
316,426
-4,570
1
2 3 4 5